+328.0%
SN vs SOXQ
+235.9%
+92.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.5% |
| 7D | -3.4% | +5.2% | -8.6% | -5.8% |
| 30D | -9.1% | -0.5% | -8.5% | -9.0% |
| 3M | +31.8% | -5.6% | +37.4% | +31.9% |
| 6M | +52.0% | +53.0% | -1.0% | +12.3% |
| YTD | +51.3% | +68.8% | -17.5% | +5.0% |
| 1Y | +46.9% | +105.7% | -58.9% | -10.4% |
| All | +328.0% | +235.9% | +92.0% | +100.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling