+7.5%
SMR vs SOXQ
+262.2%
-254.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.6% |
| 7D | +13.1% | +5.2% | +7.8% | +8.3% |
| 30D | +17.8% | -0.5% | +18.3% | +18.2% |
| 3M | +8.1% | -5.6% | +13.7% | +13.3% |
| 6M | -11.1% | +53.0% | -64.1% | -37.2% |
| YTD | -23.7% | +68.8% | -92.5% | -49.7% |
| 1Y | -69.4% | +105.7% | -175.1% | -82.2% |
| 3Y | +82.6% | +240.5% | -157.9% | -10.9% |
| All | +7.5% | +262.2% | -254.7% | -51.9% |
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