+11.8%
NOW vs SOXQ
+237.4%
-225.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.3% | -6.3% | -5.2% |
| 7D | -6.1% | +5.3% | -11.4% | -7.1% |
| 30D | +7.5% | -3.7% | +11.2% | +8.1% |
| 3M | +17.5% | -7.8% | +25.4% | +17.2% |
| 6M | +7.9% | +58.4% | -50.4% | -13.5% |
| YTD | -12.4% | +68.1% | -80.5% | -32.7% |
| 1Y | -28.6% | +105.4% | -133.9% | -50.8% |
| 3Y | +11.8% | +239.2% | -227.4% | -46.0% |
| All | +11.8% | +237.4% | -225.6% | -46.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling