-22.7%
SOFI vs SOXQ
+286.7%
-309.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.1% | -0.8% |
| 7D | -4.9% | +0.8% | -5.7% | -5.6% |
| 30D | -3.5% | -4.6% | +1.1% | 0.0% |
| 3M | +3.9% | -10.2% | +14.1% | +9.4% |
| 6M | -6.5% | +49.7% | -56.2% | -39.3% |
| YTD | -33.8% | +67.2% | -101.1% | -61.6% |
| 1Y | -33.3% | +98.0% | -131.3% | -66.7% |
| 3Y | +94.6% | +237.2% | -142.6% | -44.2% |
| 5Y | +13.3% | +261.3% | -248.0% | -68.8% |
| All | -22.7% | +286.7% | -309.3% | -78.9% |
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 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