+113.4%
M vs SOXQ
+235.9%
-122.5%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.4% | -4.6% | -4.3% |
| 7D | -4.1% | +5.2% | -9.3% | -6.0% |
| 30D | -13.6% | -0.5% | -13.1% | -13.7% |
| 3M | -2.3% | -5.6% | +3.3% | -2.3% |
| 6M | +21.9% | +53.0% | -31.1% | -4.8% |
| YTD | -0.6% | +68.8% | -69.4% | -26.5% |
| 1Y | +29.7% | +105.7% | -76.0% | -14.1% |
| All | +113.4% | +235.9% | -122.5% | -6.8% |
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