+0.8%
NOW vs SOXQ
+269.0%
-268.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.5% |
| 7D | -4.1% | +5.2% | -9.3% | -6.3% |
| 30D | +2.9% | -0.5% | +3.4% | +2.7% |
| 3M | +22.6% | -5.6% | +28.2% | +20.3% |
| 6M | +7.5% | +53.0% | -45.5% | -22.5% |
| YTD | -14.4% | +68.8% | -83.2% | -43.1% |
| 1Y | -29.8% | +105.7% | -135.5% | -59.7% |
| 3Y | +9.2% | +240.5% | -231.2% | -60.7% |
| 5Y | +0.8% | +266.8% | -265.9% | -65.5% |
| All | +0.8% | +269.0% | -268.1% | -65.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling