+91.3%
META vs SOXX
+189.1%
-97.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.6% | -0.7% |
| 7D | +3.1% | +17.5% | -14.4% | -2.9% |
| 30D | -18.2% | -14.5% | -3.7% | -14.0% |
| 3M | +7.8% | -14.9% | +22.7% | +13.3% |
| 6M | +3.6% | -9.8% | +13.4% | +2.5% |
| YTD | -5.3% | +54.7% | -60.0% | -29.1% |
| 1Y | +2.7% | +55.7% | -52.9% | -23.6% |
| All | +91.3% | +189.1% | -97.8% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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