+52.5%
SOXX vs SPOT
+0.4%
+52.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.6% | -7.7% | -2.3% |
| 7D | -13.7% | +16.6% | -30.3% | -11.1% |
| 30D | -23.6% | +29.9% | -53.5% | -20.1% |
| 3M | -16.9% | +31.3% | -48.1% | -13.3% |
| 6M | -2.4% | +43.2% | -45.6% | +1.5% |
| YTD | +49.8% | +8.1% | +41.7% | +61.5% |
| 1Y | +52.5% | -0.3% | +52.8% | +67.3% |
| All | +52.5% | +0.4% | +52.1% | +67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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