+95.5%
IVV vs SOXQ
+283.8%
-188.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.4% | -3.8% | -1.6% |
| 7D | +0.1% | +2.3% | -2.2% | -0.7% |
| 30D | +0.1% | -2.3% | +2.3% | +0.7% |
| 3M | +2.0% | -13.8% | +15.8% | +5.7% |
| 6M | +13.0% | +48.6% | -35.6% | -5.9% |
| YTD | +13.6% | +66.0% | -52.4% | -9.8% |
| 1Y | +20.1% | +107.9% | -87.8% | -13.4% |
| 3Y | +77.6% | +224.1% | -146.5% | +1.5% |
| 5Y | +82.5% | +256.6% | -174.1% | -4.1% |
| All | +95.5% | +283.8% | -188.3% | +1.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling