+1,537.1%
SOXX vs BA
+80.3%
+1,456.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.8% | -0.9% | +0.8% |
| 7D | +1.4% | -0.8% | +2.2% | +1.7% |
| 30D | -3.6% | -9.0% | +5.4% | -0.2% |
| 3M | -10.2% | -5.0% | -5.1% | -8.8% |
| 6M | +54.2% | -1.7% | +55.9% | +54.4% |
| YTD | +75.2% | -3.1% | +78.3% | +75.7% |
| 1Y | +107.5% | -4.3% | +111.8% | +108.4% |
| 3Y | +226.8% | -0.3% | +227.0% | +214.0% |
| 5Y | +251.2% | +0.1% | +251.2% | +227.5% |
| All | +1,537.1% | +80.3% | +1,456.8% | +1,162.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded BA 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling