+226.8%
SOXX vs SPOT
+237.0%
-10.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.7% |
| 7D | +1.4% | -3.1% | +4.5% | +1.9% |
| 30D | -3.6% | +7.4% | -11.0% | -5.1% |
| 3M | -10.2% | +8.2% | -18.3% | -12.1% |
| 6M | +54.2% | +2.2% | +52.0% | +52.0% |
| YTD | +75.2% | -9.5% | +84.7% | +77.3% |
| 1Y | +107.5% | -23.8% | +131.3% | +120.6% |
| 3Y | +226.8% | +233.5% | -6.7% | +121.8% |
| All | +226.8% | +237.0% | -10.3% | +121.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling