+272.5%
SNDK vs SOXQ
+29.4%
+243.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -12.1% | -10.1% | -1.3% |
| 7D | -39.4% | -21.6% | -17.8% | -5.6% |
| 30D | -51.4% | -31.7% | -19.7% | -4.0% |
| 3M | -40.3% | -24.8% | -15.5% | -0.9% |
| 6M | -42.7% | -17.7% | -25.0% | -14.5% |
| YTD | +239.7% | +27.7% | +212.0% | +112.3% |
| 1Y | +272.5% | +26.0% | +246.5% | +147.4% |
| All | +272.5% | +29.4% | +243.1% | +147.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling