-13.8%
RGEN vs SOXQ
+290.2%
-304.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.4% | -2.3% |
| 7D | -4.6% | +5.2% | -9.8% | -7.1% |
| 30D | +1.2% | -0.5% | +1.7% | +1.2% |
| 3M | +26.8% | -5.6% | +32.5% | +26.0% |
| 6M | +29.1% | +53.0% | -24.0% | -6.9% |
| YTD | +0.7% | +68.8% | -68.0% | -31.9% |
| 1Y | +39.1% | +105.7% | -66.7% | -17.8% |
| 3Y | +2.2% | +240.5% | -238.2% | -59.7% |
| 5Y | -44.0% | +266.8% | -310.8% | -80.0% |
| All | -13.8% | +290.2% | -304.0% | -69.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling