+4.7%
RMD vs SOXQ
+286.7%
-282.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.0% |
| 7D | -4.4% | +0.8% | -5.2% | -4.6% |
| 30D | -3.1% | -4.6% | +1.4% | -2.3% |
| 3M | +13.8% | -10.2% | +23.9% | +15.0% |
| 6M | -8.6% | +49.7% | -58.2% | -21.4% |
| YTD | -8.6% | +67.2% | -75.9% | -24.4% |
| 1Y | -19.7% | +98.0% | -117.7% | -37.4% |
| 3Y | +48.4% | +237.2% | -188.8% | -7.5% |
| 5Y | -22.7% | +261.3% | -284.0% | -53.8% |
| All | +4.7% | +286.7% | -282.0% | -38.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling