+133.3%
PSX vs SOXQ
+227.1%
-93.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.8% | -0.5% |
| 7D | +1.5% | +2.3% | -0.8% | +1.1% |
| 30D | +15.8% | -3.9% | +19.7% | +16.4% |
| 3M | +43.0% | -4.7% | +47.7% | +42.1% |
| 6M | +61.1% | +47.9% | +13.2% | +42.9% |
| YTD | +104.5% | +64.3% | +40.2% | +75.3% |
| 1Y | +102.5% | +95.7% | +6.8% | +63.6% |
| All | +133.3% | +227.1% | -93.8% | +55.2% |
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