+290.4%
P vs SOXQ
+190.6%
+99.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +3.9% | +3.9% |
| 7D | +17.8% | +16.4% | +1.4% | +3.7% |
| 30D | -29.9% | -13.9% | -16.0% | -19.6% |
| 3M | -1.2% | -15.1% | +14.0% | +14.3% |
| 6M | +32.1% | -10.2% | +42.3% | +43.1% |
| YTD | +64.3% | +48.7% | +15.6% | +17.0% |
| 1Y | +24.3% | +48.9% | -24.7% | -12.0% |
| 3Y | +203.2% | +197.4% | +5.8% | +26.7% |
| 5Y | +290.4% | +188.2% | +102.3% | +67.2% |
| All | +290.4% | +190.6% | +99.8% | +67.2% |
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