+32.6%
SOLS vs SOXQ
+45.5%
-12.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.1% | -3.4% | -4.7% |
| 7D | -8.8% | -12.1% | +3.3% | -1.7% |
| 30D | -0.6% | -22.0% | +21.4% | +14.4% |
| 3M | -9.0% | -15.6% | +6.5% | -0.3% |
| 6M | -28.7% | -2.4% | -26.3% | -30.1% |
| YTD | +19.2% | +45.4% | -26.2% | -9.3% |
| 1Y | +32.6% | +47.7% | -15.1% | -0.7% |
| All | +32.6% | +45.5% | -12.8% | -0.7% |
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