-54.3%
S vs SOXQ
+270.7%
-324.9%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -3.2% |
| 7D | -5.8% | +5.3% | -11.1% | -9.2% |
| 30D | -9.2% | -3.7% | -5.5% | -7.1% |
| 3M | +23.4% | -7.8% | +31.2% | +24.4% |
| 6M | +36.9% | +58.4% | -21.4% | -14.2% |
| YTD | +29.5% | +68.1% | -38.6% | -24.2% |
| 1Y | +5.4% | +105.4% | -99.9% | -49.3% |
| 3Y | +14.7% | +239.2% | -224.5% | -70.6% |
| 5Y | -71.5% | +266.9% | -338.4% | -92.9% |
| All | -54.3% | +270.7% | -324.9% | -88.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling