-9.9%
LOW vs SOXQ
+232.9%
-242.8%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.1% |
| 7D | -3.7% | +0.8% | -4.5% | -3.8% |
| 30D | -8.9% | -4.6% | -4.3% | -8.4% |
| 3M | -10.4% | -10.2% | -0.3% | -9.6% |
| 6M | -19.4% | +49.7% | -69.1% | -27.1% |
| YTD | -17.1% | +67.2% | -84.4% | -26.8% |
| 1Y | -26.3% | +98.0% | -124.3% | -37.5% |
| 3Y | -9.9% | +237.2% | -247.0% | -39.9% |
| All | -9.9% | +232.9% | -242.8% | -39.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling