+37.5%
M vs SOXQ
+286.7%
-249.1%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.8% | +5.9% | +6.7% |
| 7D | -4.2% | +0.8% | -5.0% | -4.5% |
| 30D | -7.2% | -4.6% | -2.6% | -5.0% |
| 3M | -11.1% | -10.2% | -1.0% | -8.6% |
| 6M | +28.8% | +49.7% | -20.9% | -5.2% |
| YTD | +2.0% | +67.2% | -65.2% | -30.6% |
| 1Y | +31.3% | +98.0% | -66.8% | -20.9% |
| 3Y | +119.1% | +237.2% | -118.1% | -17.4% |
| 5Y | +29.7% | +261.3% | -231.6% | -53.3% |
| All | +37.5% | +286.7% | -249.1% | -51.4% |
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 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