+9.5%
S vs SOXQ
+111.3%
-101.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.4% | -3.0% | 0.0% |
| 7D | -7.7% | +2.3% | -10.1% | -7.9% |
| 30D | -5.3% | -2.3% | -3.1% | -5.2% |
| 3M | +20.3% | -13.8% | +34.0% | +21.1% |
| 6M | +47.4% | +48.6% | -1.2% | +30.8% |
| YTD | +32.5% | +66.0% | -33.5% | +12.8% |
| 1Y | +9.5% | +107.9% | -98.3% | -15.9% |
| All | +9.5% | +111.3% | -101.8% | -15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling