-92.9%
SNAP vs SOXQ
+269.0%
-361.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.5% |
| 7D | -5.0% | +5.2% | -10.3% | -8.7% |
| 30D | -0.7% | -0.5% | -0.2% | -1.2% |
| 3M | -5.0% | -5.6% | +0.6% | -5.4% |
| 6M | +3.5% | +53.0% | -49.5% | -33.3% |
| YTD | -34.2% | +68.8% | -103.0% | -61.4% |
| 1Y | -27.1% | +105.7% | -132.8% | -64.5% |
| 3Y | -43.5% | +240.5% | -283.9% | -84.6% |
| 5Y | -92.9% | +266.8% | -359.6% | -98.3% |
| All | -92.9% | +269.0% | -361.9% | -98.3% |
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