+158.9%
SN vs SOXQ
+45.5%
+113.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.1% | +7.2% | +4.8% |
| 7D | +10.6% | -12.1% | +22.7% | +13.8% |
| 30D | +20.0% | -22.0% | +42.1% | +27.1% |
| 3M | +30.4% | -15.6% | +45.9% | +34.9% |
| 6M | +91.0% | -2.4% | +93.4% | +73.9% |
| YTD | +95.9% | +45.4% | +50.6% | +39.0% |
| 1Y | +158.9% | +47.7% | +111.2% | +81.9% |
| All | +158.9% | +45.5% | +113.4% | +81.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling