+0.6%
SHAK vs SOXQ
+232.9%
-232.3%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.8% | +1.4% | +2.5% |
| 7D | -8.3% | +0.8% | -9.0% | -8.6% |
| 30D | -12.6% | -4.6% | -8.1% | -11.2% |
| 3M | +9.1% | -10.2% | +19.3% | +11.1% |
| 6M | -31.2% | +49.7% | -80.9% | -46.7% |
| YTD | -21.6% | +67.2% | -88.8% | -42.8% |
| 1Y | -38.8% | +98.0% | -136.8% | -59.7% |
| 3Y | +0.6% | +237.2% | -236.5% | -57.3% |
| All | +0.6% | +232.9% | -232.3% | -57.3% |
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 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