-53.5%
S vs SOXQ
+268.7%
-322.2%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -1.5% |
| 7D | -0.7% | +0.8% | -1.4% | -1.3% |
| 30D | -11.4% | -4.6% | -6.9% | -8.8% |
| 3M | +33.8% | -10.2% | +44.0% | +38.0% |
| 6M | +39.5% | +49.7% | -10.2% | -8.5% |
| YTD | +31.7% | +67.2% | -35.6% | -22.7% |
| 1Y | +7.0% | +98.0% | -91.0% | -47.0% |
| 3Y | +11.8% | +237.2% | -225.4% | -71.2% |
| 5Y | -69.0% | +261.3% | -330.3% | -92.1% |
| All | -53.5% | +268.7% | -322.2% | -88.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling