+49.3%
RMD vs SOXQ
+227.1%
-177.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.5% | +0.2% |
| 7D | -4.2% | +2.3% | -6.5% | -4.5% |
| 30D | -2.1% | -3.9% | +1.8% | -1.6% |
| 3M | +13.8% | -4.7% | +18.5% | +13.0% |
| 6M | -10.6% | +47.9% | -58.5% | -20.9% |
| YTD | -8.1% | +64.3% | -72.4% | -21.0% |
| 1Y | -18.0% | +95.7% | -113.7% | -33.1% |
| All | +49.3% | +227.1% | -177.8% | +0.2% |
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