+293.4%
SN vs SOXQ
+205.9%
+87.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.3% | -2.7% |
| 7D | -7.2% | +2.3% | -9.5% | -8.2% |
| 30D | -13.4% | -3.9% | -9.5% | -11.9% |
| 3M | +26.8% | -4.7% | +31.5% | +26.2% |
| 6M | +44.6% | +47.9% | -3.3% | +9.8% |
| YTD | +45.3% | +64.3% | -19.0% | +3.6% |
| 1Y | +40.1% | +95.7% | -55.6% | -10.5% |
| 3Y | +375.3% | +231.5% | +143.8% | +143.6% |
| All | +293.4% | +205.9% | +87.5% | +94.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling