-5.9%
SAP vs SOXQ
+45.5%
-51.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.1% | +7.3% | +3.7% |
| 7D | +1.3% | -12.1% | +13.4% | -0.7% |
| 30D | +15.5% | -22.0% | +37.6% | +11.3% |
| 3M | +22.8% | -15.6% | +38.4% | +20.0% |
| 6M | +42.5% | -2.4% | +44.8% | +35.3% |
| YTD | +0.5% | +45.4% | -44.8% | -9.7% |
| 1Y | -5.9% | +47.7% | -53.6% | -16.1% |
| All | -5.9% | +45.5% | -51.4% | -16.1% |
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