+176.2%
QLD vs SOXQ
+283.8%
-107.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.0% | -3.2% |
| 7D | +0.6% | +2.3% | -1.8% | -1.9% |
| 30D | -0.1% | -2.3% | +2.1% | +1.8% |
| 3M | -8.4% | -13.8% | +5.4% | +4.3% |
| 6M | +32.2% | +48.6% | -16.4% | -18.6% |
| YTD | +28.9% | +66.0% | -37.1% | -30.5% |
| 1Y | +43.8% | +107.9% | -64.0% | -40.4% |
| 3Y | +176.6% | +224.1% | -47.6% | -35.2% |
| 5Y | +121.6% | +256.6% | -135.0% | -51.4% |
| All | +176.2% | +283.8% | -107.6% | -42.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling