-3.4%
NDAQ vs SOXQ
+98.3%
-101.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.3% | -0.5% |
| 7D | -5.6% | +0.8% | -6.3% | -5.5% |
| 30D | -4.4% | -4.6% | +0.2% | -4.5% |
| 3M | +5.9% | -10.2% | +16.0% | +5.5% |
| 6M | +7.7% | +49.7% | -41.9% | +1.8% |
| YTD | -5.2% | +67.2% | -72.4% | -11.2% |
| 1Y | -3.4% | +98.0% | -101.4% | -7.4% |
| All | -3.4% | +98.3% | -101.7% | -7.4% |
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