+4.5%
QQQM vs SOXQ
+29.4%
-24.9%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -12.1% | +5.8% | -1.6% |
| 7D | -9.4% | -21.6% | +12.2% | -0.6% |
| 30D | -14.7% | -31.7% | +17.0% | -1.5% |
| 3M | -9.6% | -24.8% | +15.2% | +0.4% |
| 6M | -4.7% | -17.7% | +13.0% | +0.2% |
| YTD | +5.9% | +27.7% | -21.8% | -8.4% |
| 1Y | +4.5% | +26.0% | -21.5% | -9.3% |
| All | +4.5% | +29.4% | -24.9% | -9.3% |
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