+319.8%
ROIV vs SOXQ
+269.0%
+50.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | +22.3% | +5.2% | +17.1% | +19.9% |
| 30D | +16.9% | -0.5% | +17.4% | +17.0% |
| 3M | +43.9% | -5.6% | +49.6% | +44.9% |
| 6M | +41.6% | +53.0% | -11.4% | +14.4% |
| YTD | +92.7% | +68.8% | +23.9% | +49.4% |
| 1Y | +210.2% | +105.7% | +104.4% | +118.4% |
| 3Y | +231.8% | +240.5% | -8.7% | +72.0% |
| 5Y | +319.8% | +266.8% | +53.0% | +106.6% |
| All | +319.8% | +269.0% | +50.8% | +106.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling