+58.4%
OVV vs SOXQ
+189.0%
-130.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.2% | +1.5% |
| 7D | +8.0% | +8.2% | -0.1% | +6.3% |
| 30D | -2.0% | -13.2% | +11.1% | +0.3% |
| 3M | +5.4% | -18.5% | +24.0% | +9.0% |
| 6M | +14.3% | -15.4% | +29.7% | +14.6% |
| YTD | +69.4% | +43.6% | +25.9% | +39.4% |
| 1Y | +72.4% | +49.2% | +23.1% | +39.2% |
| 3Y | +58.4% | +190.2% | -131.8% | -6.2% |
| All | +58.4% | +189.0% | -130.6% | -6.2% |
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