+19.5%
SNPS vs SOXQ
+251.3%
-231.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.6% | +2.7% |
| 7D | -4.6% | +2.3% | -6.9% | -6.2% |
| 30D | -3.3% | -3.9% | +0.6% | -1.0% |
| 3M | -13.8% | -4.7% | -9.0% | -14.3% |
| 6M | -8.2% | +47.9% | -56.1% | -34.2% |
| YTD | -15.4% | +64.3% | -79.8% | -44.0% |
| 1Y | +2.4% | +95.7% | -93.3% | -40.3% |
| 3Y | -13.5% | +231.5% | -245.0% | -67.3% |
| 5Y | +19.5% | +255.0% | -235.5% | -57.9% |
| All | +19.5% | +251.3% | -231.9% | -57.9% |
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