+268.9%
P vs SOXQ
+269.0%
-0.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.3% |
| 7D | +5.0% | +5.2% | -0.2% | +0.7% |
| 30D | -0.9% | -0.5% | -0.4% | -0.7% |
| 3M | +38.7% | -5.6% | +44.3% | +43.2% |
| 6M | +54.4% | +53.0% | +1.4% | +5.3% |
| YTD | +44.8% | +68.8% | -23.9% | -8.3% |
| 1Y | +22.5% | +105.7% | -83.2% | -34.3% |
| 3Y | +148.2% | +240.5% | -92.2% | -8.3% |
| 5Y | +268.9% | +266.8% | +2.1% | +28.3% |
| All | +268.9% | +269.0% | -0.1% | +28.3% |
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 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