-22.2%
ON vs SOXQ
+232.9%
-255.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.8% | +6.7% | +6.7% |
| 7D | +2.4% | +0.8% | +1.6% | +1.6% |
| 30D | -8.6% | -4.6% | -4.0% | -4.3% |
| 3M | -34.3% | -10.2% | -24.2% | -26.1% |
| 6M | +28.5% | +49.7% | -21.1% | -13.6% |
| YTD | +40.6% | +67.2% | -26.6% | -16.0% |
| 1Y | +55.3% | +98.0% | -42.7% | -22.3% |
| 3Y | -22.2% | +237.2% | -259.3% | -80.6% |
| All | -22.2% | +232.9% | -255.1% | -80.6% |
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