+103.5%
SPG vs SOXQ
+286.7%
-183.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.4% |
| 7D | -1.2% | +0.8% | -1.9% | -1.4% |
| 30D | -6.1% | -4.6% | -1.6% | -5.1% |
| 3M | -3.6% | -10.2% | +6.5% | -2.3% |
| 6M | +10.4% | +49.7% | -39.3% | -5.9% |
| YTD | +14.4% | +67.2% | -52.9% | -6.6% |
| 1Y | +16.5% | +98.0% | -81.5% | -11.1% |
| 3Y | +106.8% | +237.2% | -130.4% | +20.4% |
| 5Y | +108.9% | +261.3% | -152.4% | +13.2% |
| All | +103.5% | +286.7% | -183.2% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling