+41.8%
NOW vs SOXQ
+283.8%
-241.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.4% | -6.3% | -4.4% |
| 7D | -2.4% | +2.3% | -4.7% | -3.4% |
| 30D | +20.5% | -2.3% | +22.8% | +21.2% |
| 3M | +18.3% | -13.8% | +32.1% | +21.5% |
| 6M | +24.1% | +48.6% | -24.5% | -9.3% |
| YTD | -7.8% | +66.0% | -73.8% | -38.1% |
| 1Y | -21.4% | +107.9% | -129.3% | -55.2% |
| 3Y | +19.5% | +224.1% | -204.6% | -55.1% |
| 5Y | +4.1% | +256.6% | -252.5% | -63.3% |
| All | +41.8% | +283.8% | -241.9% | -51.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling