-52.3%
IRE vs SOXQ
+49.3%
-101.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +3.4% | +10.6% | +5.4% |
| 7D | +54.8% | +2.3% | +52.4% | +46.9% |
| 30D | +18.4% | -2.3% | +20.6% | +33.3% |
| 3M | -66.7% | -13.8% | -53.0% | -47.8% |
| 6M | -52.3% | +48.6% | -100.9% | -83.5% |
| All | -52.3% | +49.3% | -101.6% | -83.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling