+99.1%
META vs SOXQ
+290.2%
-191.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.4% | +6.2% | +6.3% |
| 7D | +10.3% | +5.2% | +5.0% | +7.1% |
| 30D | +9.9% | -0.5% | +10.4% | +9.8% |
| 3M | +11.9% | -5.6% | +17.6% | +11.2% |
| 6M | +1.2% | +53.0% | -51.9% | -28.4% |
| YTD | -0.8% | +68.8% | -69.6% | -34.8% |
| 1Y | -14.3% | +105.7% | -120.1% | -51.6% |
| 3Y | +121.4% | +240.5% | -119.1% | -22.4% |
| 5Y | +74.5% | +266.8% | -192.3% | -43.0% |
| All | +99.1% | +290.2% | -191.1% | -37.2% |
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