+980.0%
SMCI vs SOXQ
+258.1%
+721.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.8% | +5.5% | +5.2% |
| 7D | +1.3% | +0.8% | +0.5% | +0.5% |
| 30D | +6.6% | -4.6% | +11.2% | +12.5% |
| 3M | +25.4% | -10.2% | +35.6% | +40.2% |
| 6M | +26.1% | +49.7% | -23.5% | -19.1% |
| YTD | +37.0% | +67.2% | -30.2% | -23.4% |
| 1Y | -8.8% | +98.0% | -106.8% | -58.3% |
| 3Y | +44.6% | +237.2% | -192.6% | -57.9% |
| All | +980.0% | +258.1% | +721.9% | +196.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling