-83.2%
IRE vs SOXQ
+74.1%
-157.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.4% | -7.2% | -7.8% |
| 7D | +29.0% | +5.2% | +23.8% | +13.0% |
| 30D | +24.2% | -0.5% | +24.7% | +32.5% |
| 3M | -53.2% | -5.6% | -47.5% | -42.5% |
| 6M | -36.0% | +53.0% | -89.1% | -82.7% |
| YTD | -51.0% | +68.8% | -119.8% | -89.5% |
| All | -83.2% | +74.1% | -157.3% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling