-4.4%
SSNC vs SOXQ
+111.3%
-115.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.4% | -4.5% | -0.8% |
| 7D | +0.6% | +2.3% | -1.7% | +0.9% |
| 30D | +6.0% | -2.3% | +8.3% | +5.8% |
| 3M | +21.0% | -13.8% | +34.7% | +20.0% |
| 6M | +12.1% | +48.6% | -36.5% | +6.8% |
| YTD | -3.2% | +66.0% | -69.2% | -8.2% |
| 1Y | -4.4% | +107.9% | -112.2% | -11.2% |
| All | -4.4% | +111.3% | -115.7% | -11.2% |
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