+414.8%
P vs SOXQ
+286.7%
+128.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.8% | +2.6% | +2.9% |
| 7D | -1.3% | +0.8% | -2.1% | -1.9% |
| 30D | -11.9% | -4.6% | -7.3% | -8.7% |
| 3M | +41.6% | -10.2% | +51.8% | +52.5% |
| 6M | +58.1% | +49.7% | +8.5% | +10.2% |
| YTD | +46.5% | +67.2% | -20.7% | -6.2% |
| 1Y | +19.1% | +98.0% | -78.9% | -33.8% |
| 3Y | +150.6% | +237.2% | -86.6% | -5.9% |
| 5Y | +271.8% | +261.3% | +10.5% | +33.1% |
| All | +414.8% | +286.7% | +128.2% | +80.3% |
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 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