-93.7%
IRE vs SOXQ
-10.9%
-82.8%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +5.7% | +6.4% | -2.7% |
| 7D | -15.1% | +2.9% | -18.0% | -17.1% |
| 30D | -71.4% | -13.6% | -57.7% | -51.0% |
| 3M | -81.2% | -12.5% | -68.6% | -67.1% |
| 6M | -93.7% | -12.4% | -81.4% | -89.0% |
| All | -93.7% | -10.9% | -82.8% | -89.0% |
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