-29.4%
NOW vs SOXQ
+98.3%
-127.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.7% | +1.4% |
| 7D | -6.2% | +0.8% | -6.9% | -6.0% |
| 30D | +6.1% | -4.6% | +10.6% | +5.1% |
| 3M | +28.6% | -10.2% | +38.7% | +27.0% |
| 6M | +14.6% | +49.7% | -35.1% | +19.7% |
| YTD | -13.5% | +67.2% | -80.7% | -12.0% |
| 1Y | -29.4% | +98.0% | -127.4% | -29.8% |
| All | -29.4% | +98.3% | -127.7% | -29.8% |
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