+160.1%
NET vs SOXQ
+195.3%
-35.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -12.1% | +3.9% | +1.6% |
| 7D | -21.2% | -21.6% | +0.4% | -3.9% |
| 30D | -31.1% | -31.7% | +0.6% | -6.2% |
| 3M | -16.5% | -24.8% | +8.2% | +4.0% |
| 6M | 0.0% | -17.7% | +17.7% | +4.8% |
| YTD | +24.0% | +27.7% | -3.7% | -17.6% |
| 1Y | +7.0% | +26.0% | -19.0% | -28.3% |
| 3Y | +279.6% | +165.7% | +113.9% | -7.0% |
| 5Y | +24.0% | +150.1% | -126.1% | -65.7% |
| All | +160.1% | +195.3% | -35.2% | -36.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling