-24.7%
PODD vs SOXQ
+232.9%
-257.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -2.3% |
| 7D | -10.5% | +0.8% | -11.3% | -10.6% |
| 30D | -9.0% | -4.6% | -4.5% | -8.6% |
| 3M | -11.5% | -10.2% | -1.4% | -11.1% |
| 6M | -44.7% | +49.7% | -94.4% | -52.9% |
| YTD | -53.6% | +67.2% | -120.8% | -62.0% |
| 1Y | -61.0% | +98.0% | -159.0% | -70.1% |
| 3Y | -24.7% | +237.2% | -261.9% | -61.2% |
| All | -24.7% | +232.9% | -257.6% | -61.2% |
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 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