-9.7%
JD vs SOXQ
+45.5%
-55.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.1% | +6.2% | +3.2% |
| 7D | +9.0% | -12.1% | +21.0% | +9.8% |
| 30D | +5.2% | -22.0% | +27.2% | +6.8% |
| 3M | -15.9% | -15.6% | -0.3% | -15.2% |
| 6M | -7.7% | -2.4% | -5.3% | -11.6% |
| YTD | +0.1% | +45.4% | -45.3% | -12.5% |
| 1Y | -9.7% | +47.7% | -57.4% | -21.5% |
| All | -9.7% | +45.5% | -55.2% | -21.5% |
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