+114.1%
SPOT vs SOXQ
+279.9%
-165.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.9% |
| 7D | -6.9% | +2.3% | -9.2% | -7.9% |
| 30D | +4.1% | -3.9% | +8.0% | +5.3% |
| 3M | +3.7% | -4.7% | +8.4% | +1.6% |
| 6M | -1.6% | +47.9% | -49.5% | -26.3% |
| YTD | -10.2% | +64.3% | -74.5% | -37.5% |
| 1Y | -25.9% | +95.7% | -121.6% | -54.4% |
| 3Y | +235.6% | +231.5% | +4.1% | +28.2% |
| 5Y | +110.6% | +255.0% | -144.4% | -26.2% |
| All | +114.1% | +279.9% | -165.8% | -27.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling