+74.7%
STT vs SOXQ
+111.3%
-36.6%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.4% | -3.2% | -0.5% |
| 7D | +0.5% | +2.3% | -1.9% | 0.0% |
| 30D | +3.9% | -2.3% | +6.1% | +4.2% |
| 3M | +20.0% | -13.8% | +33.7% | +22.0% |
| 6M | +55.3% | +48.6% | +6.7% | +30.4% |
| YTD | +53.3% | +66.0% | -12.7% | +24.3% |
| 1Y | +74.7% | +107.9% | -33.2% | +41.9% |
| All | +74.7% | +111.3% | -36.6% | +41.9% |
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