+20.4%
M vs SOXQ
+251.3%
-230.9%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.6% | -2.1% | -3.2% |
| 7D | -8.8% | +2.3% | -11.1% | -9.9% |
| 30D | -16.4% | -3.9% | -12.5% | -14.9% |
| 3M | -10.8% | -4.7% | -6.1% | -11.5% |
| 6M | +16.1% | +47.9% | -31.8% | -14.3% |
| YTD | -5.3% | +64.3% | -69.6% | -35.1% |
| 1Y | +24.9% | +95.7% | -70.8% | -24.6% |
| 3Y | +97.5% | +231.5% | -134.0% | -25.7% |
| 5Y | +20.4% | +255.0% | -234.6% | -56.6% |
| All | +20.4% | +251.3% | -230.9% | -56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling