-61.7%
SE vs SOXQ
+286.7%
-348.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -2.5% |
| 7D | -5.2% | +0.8% | -6.0% | -5.8% |
| 30D | -17.1% | -4.6% | -12.5% | -14.8% |
| 3M | +24.0% | -10.2% | +34.1% | +27.3% |
| 6M | +21.0% | +49.7% | -28.7% | -20.1% |
| YTD | -16.7% | +67.2% | -84.0% | -50.1% |
| 1Y | -45.9% | +98.0% | -143.9% | -72.3% |
| 3Y | +177.8% | +237.2% | -59.3% | -25.5% |
| 5Y | -67.4% | +261.3% | -328.7% | -91.5% |
| All | -61.7% | +286.7% | -348.4% | -90.3% |
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