+94.5%
ROIV vs SOXQ
+50.8%
+43.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.9% | -4.3% |
| 7D | +9.2% | +16.4% | -7.2% | +4.7% |
| 30D | +19.9% | -13.9% | +33.8% | +24.0% |
| 3M | +10.6% | -15.1% | +25.7% | +14.5% |
| 6M | +36.1% | -10.2% | +46.3% | +33.5% |
| YTD | +84.3% | +48.7% | +35.6% | +53.1% |
| All | +94.5% | +50.8% | +43.7% | +63.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling