+4,437.1%
SNDK vs SOXQ
+134.2%
+4,302.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.3% | -6.2% |
| 7D | -6.1% | +0.8% | -6.9% | -7.4% |
| 30D | +21.5% | -4.6% | +26.1% | +31.0% |
| 3M | -13.2% | -10.2% | -3.0% | +10.0% |
| 6M | +149.2% | +49.7% | +99.5% | +53.6% |
| YTD | +588.1% | +67.2% | +520.8% | +271.6% |
| 1Y | +1,837.5% | +98.0% | +1,739.5% | +801.1% |
| All | +4,437.1% | +134.2% | +4,302.9% | +1,708.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling