+362.4%
ROIV vs SOXQ
+201.0%
+161.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.7% | -4.1% | -0.1% |
| 7D | +9.5% | +2.9% | +6.6% | +8.3% |
| 30D | +21.0% | -13.6% | +34.6% | +25.7% |
| 3M | +18.7% | -12.5% | +31.3% | +22.6% |
| 6M | +44.5% | -12.4% | +56.9% | +46.1% |
| YTD | +92.9% | +49.6% | +43.3% | +62.3% |
| 1Y | +100.2% | +52.0% | +48.3% | +67.1% |
| All | +362.4% | +201.0% | +161.4% | +183.1% |
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