-14.0%
SNPS vs SOXQ
+232.9%
-246.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -1.0% |
| 7D | +0.9% | +0.8% | +0.1% | +0.4% |
| 30D | -3.6% | -4.6% | +0.9% | -1.2% |
| 3M | -12.9% | -10.2% | -2.8% | -9.8% |
| 6M | -8.2% | +49.7% | -57.9% | -33.4% |
| YTD | -15.4% | +67.2% | -82.6% | -43.2% |
| 1Y | -9.3% | +98.0% | -107.3% | -45.8% |
| 3Y | -14.0% | +237.2% | -251.1% | -65.1% |
| All | -14.0% | +232.9% | -246.9% | -65.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling