+311.0%
ROIV vs SOXQ
+279.9%
+31.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.6% | -1.0% |
| 7D | +19.0% | +2.3% | +16.7% | +18.0% |
| 30D | +16.1% | -3.9% | +20.0% | +17.9% |
| 3M | +44.1% | -4.7% | +48.8% | +44.5% |
| 6M | +37.8% | +47.9% | -10.0% | +13.3% |
| YTD | +88.7% | +64.3% | +24.3% | +48.4% |
| 1Y | +197.3% | +95.7% | +101.6% | +114.9% |
| 3Y | +224.9% | +231.5% | -6.6% | +72.6% |
| 5Y | +311.0% | +255.0% | +56.1% | +108.1% |
| All | +311.0% | +279.9% | +31.1% | +107.9% |
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 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