+52.7%
RSP vs SOXQ
+279.9%
-227.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | 0.0% |
| 7D | -3.1% | +2.3% | -5.4% | -3.8% |
| 30D | -3.4% | -3.9% | +0.5% | -2.5% |
| 3M | +3.6% | -4.7% | +8.3% | +3.4% |
| 6M | +9.0% | +47.9% | -38.9% | -6.3% |
| YTD | +12.2% | +64.3% | -52.1% | -7.1% |
| 1Y | +15.6% | +95.7% | -80.1% | -10.2% |
| 3Y | +51.6% | +231.5% | -179.9% | -7.4% |
| 5Y | +50.4% | +255.0% | -204.6% | -14.5% |
| All | +52.7% | +279.9% | -227.2% | -14.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling