+161.2%
RY vs SOXQ
+201.0%
-39.8%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.7% | -5.2% | -0.3% |
| 7D | -3.0% | +2.9% | -5.9% | -3.5% |
| 30D | +6.3% | -13.6% | +19.9% | +8.3% |
| 3M | -2.6% | -12.5% | +10.0% | -1.0% |
| 6M | +13.9% | -12.4% | +26.3% | +14.5% |
| YTD | +21.7% | +49.6% | -27.9% | +10.9% |
| 1Y | +40.4% | +52.0% | -11.5% | +27.5% |
| All | +161.2% | +201.0% | -39.8% | +97.0% |
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 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