-28.4%
QS vs SOXQ
+111.3%
-139.7%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.4% | -2.8% | -2.5% |
| 7D | -2.3% | +2.3% | -4.7% | -4.5% |
| 30D | -0.7% | -2.3% | +1.5% | +1.3% |
| 3M | -39.6% | -13.8% | -25.9% | -31.7% |
| 6M | -21.7% | +48.6% | -70.3% | -52.2% |
| YTD | -47.4% | +66.0% | -113.4% | -72.0% |
| 1Y | -28.4% | +107.9% | -136.2% | -76.8% |
| All | -28.4% | +111.3% | -139.7% | -76.8% |
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