+122.1%
QLD vs SOXQ
+265.0%
-142.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -1.5% |
| 7D | +3.0% | +5.3% | -2.3% | -2.6% |
| 30D | -1.8% | -3.7% | +1.9% | +1.6% |
| 3M | -1.8% | -7.8% | +6.0% | +4.3% |
| 6M | +36.9% | +58.4% | -21.5% | -21.7% |
| YTD | +28.7% | +68.1% | -39.5% | -31.8% |
| 1Y | +41.9% | +105.4% | -63.5% | -40.7% |
| 3Y | +184.2% | +239.2% | -55.0% | -37.9% |
| 5Y | +122.1% | +266.9% | -144.8% | -54.4% |
| All | +122.1% | +265.0% | -142.9% | -54.4% |
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