+104.2%
REPL vs SOXQ
+189.0%
-84.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.0% | +0.6% |
| 7D | +1.2% | +8.2% | -6.9% | -1.3% |
| 30D | +92.2% | -13.2% | +105.3% | +99.1% |
| 3M | +44.1% | -18.5% | +62.6% | +51.7% |
| 6M | +313.0% | -15.4% | +328.5% | +325.5% |
| YTD | +125.2% | +43.6% | +81.6% | +95.4% |
| 1Y | +143.8% | +49.2% | +94.5% | +108.1% |
| 3Y | +104.2% | +190.2% | -86.0% | +22.1% |
| All | +104.2% | +189.0% | -84.8% | +22.1% |
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 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