+210.8%
SOXX vs NET
+339.9%
-129.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.0% | +5.5% | +4.0% |
| 7D | +2.2% | -7.0% | +9.2% | +4.0% |
| 30D | -2.0% | -4.8% | +2.7% | -1.2% |
| 3M | -13.7% | +3.8% | -17.5% | -15.1% |
| 6M | +52.4% | +50.0% | +2.3% | +30.2% |
| YTD | +72.8% | +41.5% | +31.3% | +48.4% |
| 1Y | +113.9% | +32.8% | +81.1% | +86.7% |
| All | +210.8% | +339.9% | -129.1% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 3y: compounded portfolio wealth divided by compounded NET 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…
3y analysis · Full analysis span regression · 6 months rolling