-8.8%
IT vs SOXQ
+45.5%
-54.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.1% | +4.6% | +0.4% |
| 7D | -5.5% | -12.1% | +6.6% | -9.1% |
| 30D | +10.3% | -22.0% | +32.4% | +2.7% |
| 3M | +11.5% | -15.6% | +27.1% | +7.1% |
| 6M | +40.3% | -2.4% | +42.6% | +35.2% |
| YTD | -17.9% | +45.4% | -63.2% | -19.3% |
| 1Y | -8.8% | +47.7% | -56.5% | -10.6% |
| All | -8.8% | +45.5% | -54.2% | -10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling