+50.3%
NDAQ vs SOXQ
+251.3%
-201.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.6% | +0.3% | -1.8% |
| 7D | -6.8% | +2.3% | -9.1% | -7.3% |
| 30D | -3.2% | -3.9% | +0.7% | -2.5% |
| 3M | +6.5% | -4.7% | +11.2% | +5.9% |
| 6M | +5.7% | +47.9% | -42.1% | -7.7% |
| YTD | -4.6% | +64.3% | -69.0% | -19.4% |
| 1Y | -1.6% | +95.7% | -97.3% | -21.4% |
| 3Y | +86.4% | +231.5% | -145.1% | +19.9% |
| 5Y | +50.3% | +255.0% | -204.7% | -10.5% |
| All | +50.3% | +251.3% | -201.0% | -10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling