+1.0%
SNY vs SOXQ
+29.4%
-28.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -12.1% | +11.0% | -2.2% |
| 7D | +8.8% | -21.6% | +30.4% | +6.6% |
| 30D | +18.6% | -31.7% | +50.3% | +15.3% |
| 3M | +9.7% | -24.8% | +34.4% | +7.3% |
| 6M | +8.2% | -17.7% | +25.8% | +4.7% |
| YTD | +2.2% | +27.7% | -25.6% | -3.6% |
| 1Y | +1.0% | +26.0% | -25.0% | -4.5% |
| All | +1.0% | +29.4% | -28.4% | -4.5% |
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