+29.4%
NDAQ vs SOXQ
+45.5%
-16.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.7% | +2.3% |
| 7D | +3.9% | -12.1% | +16.0% | +3.1% |
| 30D | +19.0% | -22.0% | +41.0% | +17.4% |
| 3M | +17.6% | -15.6% | +33.2% | +16.5% |
| 6M | +21.0% | -2.4% | +23.4% | +17.3% |
| YTD | +14.1% | +45.4% | -31.3% | +6.1% |
| 1Y | +29.4% | +47.7% | -18.2% | +20.0% |
| All | +29.4% | +45.5% | -16.0% | +20.0% |
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