-48.5%
PODD vs SOXQ
+45.5%
-93.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.1% | +9.7% | +6.0% |
| 7D | +10.8% | -12.1% | +22.9% | +8.3% |
| 30D | +21.7% | -22.0% | +43.7% | +16.6% |
| 3M | -1.1% | -15.6% | +14.5% | -3.7% |
| 6M | -3.7% | -2.4% | -1.4% | -8.1% |
| YTD | -41.9% | +45.4% | -87.3% | -48.8% |
| 1Y | -48.5% | +47.7% | -96.2% | -55.3% |
| All | -48.5% | +45.5% | -93.9% | -55.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling