+158.7%
P vs SOXQ
+237.4%
-78.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +0.5% |
| 7D | +7.8% | +5.3% | +2.6% | +3.1% |
| 30D | +12.3% | -3.7% | +16.0% | +15.4% |
| 3M | +37.1% | -7.8% | +44.9% | +44.6% |
| 6M | +66.1% | +58.4% | +7.7% | +4.1% |
| YTD | +50.9% | +68.1% | -17.2% | -9.8% |
| 1Y | +27.2% | +105.4% | -78.2% | -37.2% |
| 3Y | +158.7% | +239.2% | -80.5% | -20.3% |
| All | +158.7% | +237.4% | -78.7% | -20.3% |
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 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