-87.1%
SNDQ vs SOXQ
-9.3%
-77.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +44.4% | -12.1% | +56.5% | +4.1% |
| 7D | +116.9% | -21.6% | +138.5% | +15.0% |
| 30D | +205.2% | -31.7% | +237.0% | +10.6% |
| 3M | +45.4% | -24.8% | +70.2% | -20.6% |
| 6M | -66.2% | -17.7% | -48.6% | -48.8% |
| All | -87.1% | -9.3% | -77.8% | -74.6% |
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