+160.9%
OVV vs SOXQ
+267.6%
-106.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.5% |
| 7D | -3.7% | +5.3% | -9.0% | -5.4% |
| 30D | +8.0% | -3.7% | +11.7% | +9.0% |
| 3M | +11.3% | -7.8% | +19.1% | +11.8% |
| 6M | +24.0% | +58.4% | -34.4% | -2.3% |
| YTD | +65.3% | +68.1% | -2.8% | +25.8% |
| 1Y | +60.2% | +105.4% | -45.2% | +9.9% |
| 3Y | +46.9% | +239.2% | -192.3% | -25.8% |
| All | +160.9% | +267.6% | -106.7% | +22.5% |
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