+30.8%
SOXX vs BBY
+31.8%
-1.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | -1.9% | -68.8% | -70.5% |
| 7D | -23.0% | -1.0% | -22.0% | -22.6% |
| 30D | -32.9% | +17.1% | -50.0% | -32.1% |
| 3M | -25.3% | +18.9% | -44.2% | -24.4% |
| 6M | -17.8% | +77.7% | -95.5% | -18.1% |
| YTD | +32.1% | +54.4% | -22.3% | +32.2% |
| 1Y | +30.8% | +29.4% | +1.3% | +36.2% |
| All | +30.8% | +31.8% | -1.0% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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