-25.3%
QS vs SOXQ
+227.1%
-252.3%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.9% | +1.3% |
| 7D | -5.0% | +2.3% | -7.3% | -6.7% |
| 30D | -18.3% | -3.9% | -14.4% | -15.9% |
| 3M | -26.0% | -4.7% | -21.3% | -24.2% |
| 6M | -24.0% | +47.9% | -71.9% | -44.3% |
| YTD | -50.3% | +64.3% | -114.6% | -66.2% |
| 1Y | -38.0% | +95.7% | -133.7% | -62.3% |
| All | -25.3% | +227.1% | -252.3% | -74.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling