+169.0%
SOXX vs ADVB
-88.8%
+257.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.8% | +5.4% | +1.7% |
| 7D | +5.6% | -14.0% | +19.6% | +5.8% |
| 30D | -2.7% | +41.0% | -43.7% | -3.2% |
| 3M | -7.5% | +127.9% | -135.4% | -10.2% |
| 6M | +63.5% | +101.3% | -37.8% | +56.7% |
| YTD | +75.7% | +53.8% | +21.9% | +70.1% |
| 1Y | +113.3% | +4.4% | +108.9% | +108.1% |
| All | +169.0% | -88.8% | +257.8% | +220.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ADVB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling