+31.3%
M vs SOXQ
+98.3%
-67.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.8% | +5.9% | +7.3% |
| 7D | -4.2% | +0.8% | -5.0% | -4.3% |
| 30D | -7.2% | -4.6% | -2.6% | -6.2% |
| 3M | -11.1% | -10.2% | -1.0% | -9.9% |
| 6M | +28.8% | +49.7% | -20.9% | +7.2% |
| YTD | +2.0% | +67.2% | -65.2% | -19.1% |
| 1Y | +31.3% | +98.0% | -66.8% | -2.3% |
| All | +31.3% | +98.3% | -67.1% | -2.3% |
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