+154.7%
QLD vs SOXQ
+192.4%
-37.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +7.0% | -0.2% | +0.5% |
| 7D | -1.4% | -2.9% | +1.4% | +1.1% |
| 30D | -19.6% | -20.1% | +0.6% | -1.6% |
| 3M | -14.1% | -18.6% | +4.5% | +2.7% |
| 6M | -13.6% | -14.6% | +1.0% | -3.6% |
| YTD | +12.5% | +42.1% | -29.5% | -24.1% |
| 1Y | +13.1% | +45.2% | -32.0% | -25.5% |
| 3Y | +154.7% | +195.3% | -40.6% | -17.9% |
| All | +154.7% | +192.4% | -37.7% | -17.9% |
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