-27.0%
REPL vs SOXQ
+235.9%
-262.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.5% | -2.3% |
| 7D | -9.6% | +5.2% | -14.8% | -10.9% |
| 30D | +5.7% | -0.5% | +6.2% | +5.6% |
| 3M | +56.4% | -5.6% | +62.0% | +57.8% |
| 6M | +67.4% | +53.0% | +14.4% | +45.7% |
| YTD | +48.7% | +68.8% | -20.1% | +25.0% |
| 1Y | +148.3% | +105.7% | +42.5% | +95.5% |
| All | -27.0% | +235.9% | -262.9% | -47.7% |
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