+2.7%
NOW vs SOXQ
+231.9%
-229.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.5% | +5.0% | +3.0% |
| 7D | +0.3% | +8.2% | -7.9% | -3.1% |
| 30D | -27.0% | -13.2% | -13.8% | -23.0% |
| 3M | -19.6% | -18.5% | -1.1% | -13.8% |
| 6M | +17.5% | -15.4% | +32.9% | +17.1% |
| YTD | -33.3% | +43.6% | -76.8% | -53.0% |
| 1Y | -39.8% | +49.2% | -89.1% | -58.9% |
| 3Y | -19.9% | +190.2% | -210.1% | -69.3% |
| 5Y | -26.1% | +178.2% | -204.3% | -70.9% |
| All | +2.7% | +231.9% | -229.3% | -63.0% |
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