+320.2%
ROIV vs SOXQ
+245.8%
+74.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.7% | -4.1% | -0.6% |
| 7D | +9.5% | +2.9% | +6.6% | +8.0% |
| 30D | +21.0% | -13.6% | +34.6% | +27.1% |
| 3M | +18.7% | -12.5% | +31.3% | +23.6% |
| 6M | +44.5% | -12.4% | +56.9% | +46.9% |
| YTD | +92.9% | +49.6% | +43.3% | +55.5% |
| 1Y | +100.2% | +52.0% | +48.3% | +59.7% |
| 3Y | +375.0% | +199.1% | +175.9% | +160.4% |
| 5Y | +435.2% | +192.6% | +242.5% | +180.3% |
| All | +320.2% | +245.8% | +74.4% | +117.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling