+28.6%
P vs SOXQ
+45.6%
-17.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.5% | +1.0% |
| 7D | +11.6% | +8.2% | +3.4% | +4.3% |
| 30D | -23.7% | -13.2% | -10.5% | -13.5% |
| 3M | -8.0% | -18.5% | +10.6% | +9.3% |
| 6M | +27.9% | -15.4% | +43.4% | +43.8% |
| YTD | +61.2% | +43.6% | +17.6% | +15.2% |
| 1Y | +28.6% | +49.2% | -20.6% | -10.7% |
| All | +28.6% | +45.6% | -17.0% | -10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling