+23.6%
SAN vs SOXQ
+45.5%
-21.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.1% | +9.6% | +7.4% |
| 7D | +4.5% | -12.1% | +16.6% | +8.6% |
| 30D | -12.1% | -22.0% | +10.0% | -5.2% |
| 3M | -15.6% | -15.6% | 0.0% | -11.5% |
| 6M | +5.8% | -2.4% | +8.2% | -1.3% |
| YTD | +5.5% | +45.4% | -39.9% | -18.8% |
| 1Y | +23.6% | +47.7% | -24.1% | -5.6% |
| All | +23.6% | +45.5% | -21.9% | -5.6% |
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 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