+591.3%
SEI vs SOXQ
+232.9%
+358.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.3% | +3.6% |
| 7D | +22.6% | +0.8% | +21.8% | +22.1% |
| 30D | +9.1% | -4.6% | +13.7% | +14.0% |
| 3M | -11.3% | -10.2% | -1.2% | -1.8% |
| 6M | +22.0% | +49.7% | -27.6% | -11.7% |
| YTD | +47.3% | +67.2% | -20.0% | -0.9% |
| 1Y | +124.8% | +98.0% | +26.8% | +36.5% |
| 3Y | +591.3% | +237.2% | +354.1% | +240.1% |
| All | +591.3% | +232.9% | +358.4% | +240.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling