+475.9%
SITM vs SOXQ
+232.9%
+243.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.8% | +3.8% | +3.4% |
| 7D | +3.9% | +0.8% | +3.1% | +2.7% |
| 30D | -6.6% | -4.6% | -2.0% | -0.5% |
| 3M | -11.9% | -10.2% | -1.7% | +1.1% |
| 6M | +81.1% | +49.7% | +31.5% | +8.4% |
| YTD | +80.0% | +67.2% | +12.7% | -6.4% |
| 1Y | +145.8% | +98.0% | +47.8% | +2.6% |
| 3Y | +475.9% | +237.2% | +238.7% | +29.4% |
| All | +475.9% | +232.9% | +243.0% | +29.4% |
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