+14.7%
QLD vs SOXQ
+45.5%
-30.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.1% | +5.0% | +4.3% |
| 7D | -9.4% | -12.1% | +2.7% | 0.0% |
| 30D | -17.1% | -22.0% | +5.0% | +0.4% |
| 3M | -10.4% | -15.6% | +5.2% | +1.6% |
| 6M | +0.7% | -2.4% | +3.1% | -0.5% |
| YTD | +17.7% | +45.4% | -27.6% | -17.5% |
| 1Y | +14.7% | +47.7% | -33.0% | -21.1% |
| All | +14.7% | +45.5% | -30.8% | -21.1% |
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