+421.8%
P vs SOXQ
+283.8%
+138.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.4% | -2.0% | -1.3% |
| 7D | +6.5% | +2.3% | +4.2% | +4.5% |
| 30D | +18.8% | -2.3% | +21.1% | +20.5% |
| 3M | +26.7% | -13.8% | +40.5% | +40.6% |
| 6M | +62.2% | +48.6% | +13.6% | +13.4% |
| YTD | +48.5% | +66.0% | -17.5% | -4.4% |
| 1Y | +26.4% | +107.9% | -81.5% | -32.5% |
| 3Y | +159.4% | +224.1% | -64.7% | +0.1% |
| 5Y | +275.8% | +256.6% | +19.2% | +35.7% |
| All | +421.8% | +283.8% | +138.1% | +83.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling