+93.9%
LIN vs SOXQ
+231.9%
-138.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.1% | +1.3% |
| 7D | +2.1% | +8.2% | -6.1% | +0.6% |
| 30D | +6.8% | -13.2% | +19.9% | +9.1% |
| 3M | +10.4% | -18.5% | +28.9% | +13.9% |
| 6M | +3.2% | -15.4% | +18.6% | +3.9% |
| YTD | +24.6% | +43.6% | -19.0% | +9.5% |
| 1Y | +24.4% | +49.2% | -24.9% | +7.9% |
| 3Y | +36.7% | +190.2% | -153.5% | -9.1% |
| 5Y | +67.0% | +178.2% | -111.2% | +6.9% |
| All | +93.9% | +231.9% | -138.0% | +17.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling