+229.2%
ROIV vs SOXQ
+237.4%
-8.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.3% | +17.5% | +18.3% |
| 7D | +20.2% | +5.3% | +14.9% | +18.3% |
| 30D | +14.1% | -3.7% | +17.8% | +15.4% |
| 3M | +45.6% | -7.8% | +53.4% | +47.3% |
| 6M | +44.1% | +58.4% | -14.2% | +20.3% |
| YTD | +91.2% | +68.1% | +23.0% | +56.8% |
| 1Y | +221.3% | +105.4% | +115.9% | +145.1% |
| 3Y | +229.2% | +239.2% | -10.0% | +88.5% |
| All | +229.2% | +237.4% | -8.2% | +88.5% |
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