+39.2%
SN vs SOXQ
+98.3%
-59.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.6% |
| 7D | -7.3% | +0.8% | -8.0% | -7.4% |
| 30D | -13.6% | -4.6% | -9.0% | -12.5% |
| 3M | +18.6% | -10.2% | +28.8% | +20.8% |
| 6M | +46.0% | +49.7% | -3.7% | +10.1% |
| YTD | +43.7% | +67.2% | -23.5% | +3.8% |
| 1Y | +39.2% | +98.0% | -58.8% | -5.4% |
| All | +39.2% | +98.3% | -59.2% | -5.4% |
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 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