+5.6%
META vs SOXQ
+45.6%
-40.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.5% | +6.4% | +3.5% |
| 7D | +5.2% | +8.2% | -3.0% | +3.4% |
| 30D | -13.0% | -13.2% | +0.2% | -11.1% |
| 3M | +7.9% | -18.5% | +26.5% | +11.4% |
| 6M | +4.2% | -15.4% | +19.7% | +4.5% |
| YTD | -2.5% | +43.6% | -46.1% | -20.3% |
| 1Y | +5.6% | +49.2% | -43.7% | -14.5% |
| All | +5.6% | +45.6% | -40.0% | -14.5% |
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