+106.6%
SPG vs SOXQ
+227.1%
-120.5%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.4% |
| 7D | -2.2% | +2.3% | -4.5% | -2.5% |
| 30D | -5.8% | -3.9% | -1.9% | -5.3% |
| 3M | -2.8% | -4.7% | +1.9% | -3.1% |
| 6M | +8.9% | +47.9% | -39.0% | -2.4% |
| YTD | +14.3% | +64.3% | -50.0% | -0.4% |
| 1Y | +19.5% | +95.7% | -76.2% | -1.2% |
| All | +106.6% | +227.1% | -120.5% | +30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling