+519.9%
RVMD vs SOXQ
+232.9%
+287.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.4% |
| 7D | -3.0% | +0.8% | -3.7% | -3.2% |
| 30D | -0.7% | -4.6% | +3.8% | +0.8% |
| 3M | +36.5% | -10.2% | +46.7% | +40.0% |
| 6M | +104.6% | +49.7% | +54.9% | +69.9% |
| YTD | +155.8% | +67.2% | +88.6% | +102.3% |
| 1Y | +340.7% | +98.0% | +242.7% | +222.9% |
| 3Y | +519.9% | +237.2% | +282.8% | +177.4% |
| All | +519.9% | +232.9% | +287.0% | +177.4% |
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