-21.4%
NOW vs SOXQ
+111.3%
-132.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.4% | -6.3% | -2.2% |
| 7D | -2.4% | +2.3% | -4.7% | -1.9% |
| 30D | +20.5% | -2.3% | +22.8% | +20.0% |
| 3M | +18.3% | -13.8% | +32.1% | +16.3% |
| 6M | +24.1% | +48.6% | -24.5% | +29.1% |
| YTD | -7.8% | +66.0% | -73.8% | -6.6% |
| 1Y | -21.4% | +107.9% | -129.3% | -19.8% |
| All | -21.4% | +111.3% | -132.7% | -19.8% |
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 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