+29.7%
Q vs SOXQ
+64.0%
-34.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.9% | +0.7% |
| 7D | +4.1% | +2.3% | +1.8% | +1.9% |
| 30D | -10.7% | -3.9% | -6.8% | -7.4% |
| 3M | -11.7% | -4.7% | -7.0% | -7.5% |
| 6M | +8.3% | +47.9% | -39.6% | -28.9% |
| YTD | +51.3% | +64.3% | -13.0% | -7.7% |
| All | +29.7% | +64.0% | -34.2% | -20.6% |
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