+450.0%
SN vs SOXQ
+189.0%
+261.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.5% | +6.3% | +4.3% |
| 7D | +1.5% | +8.2% | -6.6% | -2.1% |
| 30D | +21.5% | -13.2% | +34.7% | +27.7% |
| 3M | +20.0% | -18.5% | +38.6% | +29.1% |
| 6M | +119.9% | -15.4% | +135.4% | +123.0% |
| YTD | +102.3% | +43.6% | +58.7% | +46.7% |
| 1Y | +148.0% | +49.2% | +98.7% | +75.4% |
| 3Y | +450.0% | +190.2% | +259.8% | +167.8% |
| All | +450.0% | +189.0% | +261.0% | +167.8% |
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