+196.7%
NET vs SOXQ
+283.8%
-87.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.4% | -5.3% | -4.7% |
| 7D | -7.0% | +2.3% | -9.3% | -8.8% |
| 30D | -4.8% | -2.3% | -2.5% | -3.2% |
| 3M | +3.8% | -13.8% | +17.6% | +11.5% |
| 6M | +50.0% | +48.6% | +1.4% | -8.2% |
| YTD | +41.5% | +66.0% | -24.5% | -23.3% |
| 1Y | +32.8% | +107.9% | -75.0% | -43.3% |
| 3Y | +335.9% | +224.1% | +111.7% | -4.6% |
| 5Y | +113.8% | +256.6% | -142.8% | -55.4% |
| All | +196.7% | +283.8% | -87.0% | -40.8% |
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