+12.4%
IYR vs SOXQ
+45.5%
-33.0%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.1% | +6.2% | +3.0% |
| 7D | +6.9% | -12.1% | +19.0% | +6.6% |
| 30D | +10.2% | -22.0% | +32.3% | +9.7% |
| 3M | -0.3% | -15.6% | +15.3% | -0.6% |
| 6M | +3.6% | -2.4% | +6.0% | +0.9% |
| YTD | +12.5% | +45.4% | -32.9% | +6.1% |
| 1Y | +12.4% | +47.7% | -35.2% | +6.1% |
| All | +12.4% | +45.5% | -33.0% | +6.1% |
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