-91.4%
SNAP vs SOXQ
+279.9%
-371.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.6% | +6.6% | +5.9% |
| 7D | -3.2% | +2.3% | -5.5% | -5.1% |
| 30D | +0.2% | -3.9% | +4.1% | +2.1% |
| 3M | +2.6% | -4.7% | +7.3% | +1.0% |
| 6M | +12.4% | +47.9% | -35.5% | -25.9% |
| YTD | -31.6% | +64.3% | -95.9% | -59.3% |
| 1Y | -21.7% | +95.7% | -117.4% | -60.5% |
| 3Y | -41.2% | +231.5% | -272.7% | -83.8% |
| 5Y | -92.6% | +255.0% | -347.6% | -98.1% |
| All | -91.4% | +279.9% | -371.3% | -97.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling