+129.5%
SLV vs SOXQ
+288.7%
-159.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -1.1% |
| 7D | +2.5% | +5.3% | -2.8% | +1.1% |
| 30D | +3.3% | -3.7% | +7.0% | +4.2% |
| 3M | -3.6% | -7.8% | +4.2% | -2.2% |
| 6M | -21.8% | +58.4% | -80.2% | -30.6% |
| YTD | -7.8% | +68.1% | -76.0% | -18.7% |
| 1Y | +58.3% | +105.4% | -47.1% | +34.2% |
| 3Y | +182.6% | +239.2% | -56.6% | +115.0% |
| 5Y | +167.8% | +266.9% | -99.1% | +84.9% |
| All | +129.5% | +288.7% | -159.3% | +56.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling