-97.3%
IRE vs SOXQ
+54.3%
-151.6%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +5.7% | +6.4% | -3.8% |
| 7D | -15.1% | +2.9% | -18.0% | -17.8% |
| 30D | -71.4% | -13.6% | -57.7% | -49.0% |
| 3M | -81.2% | -12.5% | -68.6% | -66.0% |
| 6M | -93.7% | -12.4% | -81.4% | -88.9% |
| YTD | -92.2% | +49.6% | -141.8% | -97.2% |
| 1Y | -97.3% | +52.0% | -149.2% | -99.1% |
| All | -97.3% | +54.3% | -151.6% | -99.1% |
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