-83.7%
IRE vs SOXQ
+71.2%
-154.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +3.4% | +10.6% | +4.7% |
| 7D | +54.8% | +2.3% | +52.4% | +46.3% |
| 30D | +18.4% | -2.3% | +20.6% | +34.1% |
| 3M | -66.7% | -13.8% | -53.0% | -45.2% |
| 6M | -52.3% | +48.6% | -100.9% | -85.5% |
| YTD | -52.3% | +66.0% | -118.3% | -89.3% |
| All | -83.7% | +71.2% | -154.9% | -96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling