+131.2%
OVV vs SOXQ
+279.9%
-148.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.1% | +0.3% |
| 7D | -2.9% | +2.3% | -5.2% | -3.7% |
| 30D | +0.9% | -3.9% | +4.8% | +2.0% |
| 3M | +11.0% | -4.7% | +15.8% | +10.1% |
| 6M | +22.3% | +47.9% | -25.6% | -0.8% |
| YTD | +65.1% | +64.3% | +0.7% | +26.9% |
| 1Y | +53.1% | +95.7% | -42.6% | +7.5% |
| 3Y | +46.7% | +231.5% | -184.8% | -24.7% |
| 5Y | +155.5% | +255.0% | -99.5% | +20.9% |
| All | +131.2% | +279.9% | -148.7% | +9.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling