+588.9%
RVMD vs SOXQ
+258.1%
+330.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.6% |
| 7D | -3.0% | +0.8% | -3.7% | -3.3% |
| 30D | -0.7% | -4.6% | +3.8% | +1.3% |
| 3M | +36.5% | -10.2% | +46.7% | +41.2% |
| 6M | +104.6% | +49.7% | +54.9% | +59.9% |
| YTD | +155.8% | +67.2% | +88.6% | +87.3% |
| 1Y | +340.7% | +98.0% | +242.7% | +191.7% |
| 3Y | +519.9% | +237.2% | +282.8% | +174.3% |
| All | +588.9% | +258.1% | +330.8% | +186.4% |
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 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