+42.8%
SO vs SOXQ
+227.1%
-184.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +2.0% | -0.9% |
| 7D | -1.1% | +2.3% | -3.5% | -0.9% |
| 30D | -3.7% | -3.9% | +0.2% | -4.0% |
| 3M | -5.9% | -4.7% | -1.2% | -6.0% |
| 6M | -7.3% | +47.9% | -55.2% | -3.6% |
| YTD | +3.1% | +64.3% | -61.2% | +8.3% |
| 1Y | -1.0% | +95.7% | -96.7% | +5.7% |
| All | +42.8% | +227.1% | -184.3% | +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 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