-84.4%
IRE vs SOXQ
+72.5%
-156.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -0.9% | -4.1% |
| 7D | -4.5% | +0.8% | -5.3% | -6.2% |
| 30D | -7.8% | -4.6% | -3.3% | +9.3% |
| 3M | -60.0% | -10.2% | -49.8% | -44.0% |
| 6M | -48.3% | +49.7% | -97.9% | -85.0% |
| YTD | -54.5% | +67.2% | -121.7% | -89.9% |
| All | -84.4% | +72.5% | -156.9% | -96.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling