+322.4%
NET vs SOXQ
+201.6%
+120.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.1% | +0.5% | -1.0% |
| 7D | -16.4% | -12.1% | -4.3% | -10.6% |
| 30D | -25.8% | -22.0% | -3.8% | -16.0% |
| 3M | -11.5% | -15.6% | +4.1% | -4.0% |
| 6M | +18.9% | -2.4% | +21.3% | +13.1% |
| YTD | +35.2% | +45.4% | -10.2% | -1.6% |
| 1Y | +14.5% | +47.7% | -33.2% | -17.8% |
| All | +322.4% | +201.6% | +120.8% | +54.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling