-25.5%
IT vs SOXQ
+98.3%
-123.9%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.8% | +3.5% | +5.7% |
| 7D | -3.7% | +0.8% | -4.4% | -3.5% |
| 30D | +0.1% | -4.6% | +4.6% | -0.8% |
| 3M | +20.7% | -10.2% | +30.8% | +19.3% |
| 6M | +12.0% | +49.7% | -37.7% | +8.4% |
| YTD | -28.8% | +67.2% | -96.1% | -31.7% |
| 1Y | -25.5% | +98.0% | -123.5% | -28.6% |
| All | -25.5% | +98.3% | -123.9% | -28.6% |
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