+28.9%
NEE vs SOXQ
+279.9%
-251.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.4% | 0.0% |
| 7D | -1.9% | +2.3% | -4.2% | -2.2% |
| 30D | -3.1% | -3.9% | +0.8% | -2.7% |
| 3M | -2.4% | -4.7% | +2.3% | -2.5% |
| 6M | -8.6% | +47.9% | -56.5% | -14.4% |
| YTD | +4.9% | +64.3% | -59.4% | -3.4% |
| 1Y | +19.4% | +95.7% | -76.3% | +7.0% |
| 3Y | +34.9% | +231.5% | -196.7% | +5.3% |
| 5Y | +11.0% | +255.0% | -244.0% | -18.1% |
| All | +28.9% | +279.9% | -251.0% | -5.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling