+121.9%
RNG vs SOXQ
+232.9%
-111.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.6% |
| 7D | -6.1% | +0.8% | -6.8% | -6.3% |
| 30D | +9.6% | -4.6% | +14.2% | +10.6% |
| 3M | +83.3% | -10.2% | +93.5% | +84.7% |
| 6M | +77.9% | +49.7% | +28.3% | +44.0% |
| YTD | +139.9% | +67.2% | +72.7% | +83.0% |
| 1Y | +121.7% | +98.0% | +23.7% | +55.3% |
| 3Y | +121.9% | +237.2% | -115.3% | -7.5% |
| All | +121.9% | +232.9% | -111.0% | -7.5% |
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