-17.3%
META vs SOXQ
+111.3%
-128.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.4% | -2.4% | +0.4% |
| 7D | +6.7% | +2.3% | +4.4% | +6.3% |
| 30D | +4.8% | -2.3% | +7.0% | +5.1% |
| 3M | -1.6% | -13.8% | +12.1% | +0.8% |
| 6M | -7.5% | +48.6% | -56.1% | -24.5% |
| YTD | -6.4% | +66.0% | -72.4% | -26.2% |
| 1Y | -17.3% | +107.9% | -125.2% | -34.9% |
| All | -17.3% | +111.3% | -128.7% | -34.9% |
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 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