+233.5%
SPOT vs SOXQ
+232.9%
+0.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.4% |
| 7D | -3.1% | +0.8% | -3.8% | -3.2% |
| 30D | +7.4% | -4.6% | +12.0% | +8.2% |
| 3M | +8.2% | -10.2% | +18.3% | +9.2% |
| 6M | +2.2% | +49.7% | -47.5% | -14.0% |
| YTD | -9.5% | +67.2% | -76.7% | -27.3% |
| 1Y | -23.8% | +98.0% | -121.8% | -43.3% |
| 3Y | +233.5% | +237.2% | -3.7% | +79.0% |
| All | +233.5% | +232.9% | +0.6% | +79.0% |
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 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