+98.8%
STM vs SOXQ
+96.6%
+2.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.1% | +1.0% |
| 7D | -1.1% | +2.3% | -3.4% | -3.3% |
| 30D | -7.8% | -3.9% | -3.9% | -4.2% |
| 3M | -28.2% | -4.7% | -23.5% | -24.7% |
| 6M | +52.0% | +47.9% | +4.1% | +10.9% |
| YTD | +96.4% | +64.3% | +32.1% | +33.7% |
| 1Y | +98.8% | +95.7% | +3.1% | +14.7% |
| All | +98.8% | +96.6% | +2.2% | +14.7% |
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