+7.0%
NET vs SOXQ
+29.4%
-22.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -12.1% | +3.9% | -4.2% |
| 7D | -21.2% | -21.6% | +0.4% | -14.7% |
| 30D | -31.1% | -31.7% | +0.6% | -22.9% |
| 3M | -16.5% | -24.8% | +8.2% | -8.9% |
| 6M | 0.0% | -17.7% | +17.7% | +3.4% |
| YTD | +24.0% | +27.7% | -3.7% | +0.5% |
| 1Y | +7.0% | +26.0% | -19.0% | -12.7% |
| All | +7.0% | +29.4% | -22.4% | -12.7% |
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