+14.8%
SPY vs SOXX
+50.4%
-35.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +2.3% |
| 7D | -0.7% | -13.7% | +13.0% | +2.1% |
| 30D | -1.0% | -23.6% | +22.6% | +4.1% |
| 3M | -0.3% | -16.9% | +16.5% | +3.0% |
| 6M | +7.3% | -2.4% | +9.7% | +4.2% |
| YTD | +13.3% | +49.8% | -36.5% | -3.5% |
| 1Y | +14.8% | +52.5% | -37.7% | -3.0% |
| All | +14.8% | +50.4% | -35.7% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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