+49.0%
SNPS vs SOXQ
+288.7%
-239.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.3% |
| 7D | -5.5% | +5.3% | -10.8% | -8.7% |
| 30D | -5.8% | -3.7% | -2.1% | -3.6% |
| 3M | -17.2% | -7.8% | -9.4% | -15.7% |
| 6M | -10.4% | +58.4% | -68.8% | -38.7% |
| YTD | -16.5% | +68.1% | -84.7% | -45.4% |
| 1Y | -35.6% | +105.4% | -141.0% | -63.9% |
| 3Y | -14.6% | +239.2% | -253.8% | -67.9% |
| 5Y | +16.5% | +266.9% | -250.4% | -58.7% |
| All | +49.0% | +288.7% | -239.7% | -48.3% |
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