-71.3%
QS vs SOXQ
+45.5%
-116.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -3.1% | +10.6% | +9.9% |
| 7D | +4.5% | -12.1% | +16.6% | +14.9% |
| 30D | -4.1% | -22.0% | +17.9% | +15.8% |
| 3M | -22.1% | -15.6% | -6.6% | -12.4% |
| 6M | -38.4% | -2.4% | -36.0% | -41.5% |
| YTD | -57.5% | +45.4% | -102.9% | -72.9% |
| 1Y | -71.3% | +47.7% | -119.0% | -82.1% |
| All | -71.3% | +45.5% | -116.8% | -82.1% |
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