+206.3%
P vs SOXQ
+199.3%
+7.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +3.9% | +3.9% |
| 7D | +17.8% | +16.4% | +1.4% | +2.7% |
| 30D | -29.9% | -13.9% | -16.0% | -18.9% |
| 3M | -1.2% | -15.1% | +14.0% | +15.3% |
| 6M | +32.1% | -10.2% | +42.3% | +42.7% |
| YTD | +64.3% | +48.7% | +15.6% | +10.7% |
| 1Y | +24.3% | +48.9% | -24.7% | -16.8% |
| All | +206.3% | +199.3% | +7.0% | -3.7% |
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 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