+93.9%
SM vs SOXQ
+286.7%
-192.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.9% |
| 7D | +4.6% | +0.8% | +3.8% | +4.2% |
| 30D | +18.2% | -4.6% | +22.8% | +20.1% |
| 3M | +22.5% | -10.2% | +32.7% | +24.4% |
| 6M | +50.6% | +49.7% | +0.9% | +16.9% |
| YTD | +108.1% | +67.2% | +40.9% | +51.3% |
| 1Y | +46.0% | +98.0% | -52.0% | -4.5% |
| 3Y | +2.9% | +237.2% | -234.3% | -52.3% |
| 5Y | +112.6% | +261.3% | -148.7% | -5.0% |
| All | +93.9% | +286.7% | -192.8% | -13.6% |
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