+33.1%
NOW vs SOXQ
+286.7%
-253.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.7% | +0.3% |
| 7D | -6.2% | +0.8% | -6.9% | -6.5% |
| 30D | +6.1% | -4.6% | +10.6% | +7.8% |
| 3M | +28.6% | -10.2% | +38.7% | +29.8% |
| 6M | +14.6% | +49.7% | -35.1% | -16.3% |
| YTD | -13.5% | +67.2% | -80.7% | -42.2% |
| 1Y | -29.4% | +98.0% | -127.4% | -58.4% |
| 3Y | +9.4% | +237.2% | -227.8% | -60.2% |
| 5Y | +2.3% | +261.3% | -259.0% | -64.2% |
| All | +33.1% | +286.7% | -253.6% | -54.5% |
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