-73.5%
QID vs SOXQ
+232.9%
-306.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -0.2% |
| 7D | +1.3% | +0.8% | +0.5% | +2.1% |
| 30D | +2.9% | -4.6% | +7.5% | -0.9% |
| 3M | -0.7% | -10.2% | +9.4% | -5.2% |
| 6M | -29.7% | +49.7% | -79.3% | +16.3% |
| YTD | -27.9% | +67.2% | -95.1% | +35.5% |
| 1Y | -34.6% | +98.0% | -132.6% | +50.5% |
| 3Y | -73.5% | +237.2% | -310.7% | +45.7% |
| All | -73.5% | +232.9% | -306.4% | +45.7% |
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 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