+11.5%
SPMO vs SOXQ
+45.5%
-34.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | +0.8% |
| 7D | -8.9% | -12.1% | +3.2% | -2.7% |
| 30D | -13.8% | -22.0% | +8.2% | -2.3% |
| 3M | -12.5% | -15.6% | +3.1% | -5.1% |
| 6M | -1.5% | -2.4% | +0.9% | -0.7% |
| YTD | +11.3% | +45.4% | -34.1% | -6.3% |
| 1Y | +11.5% | +47.7% | -36.2% | -7.0% |
| All | +11.5% | +45.5% | -34.0% | -7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling