+236.4%
SU vs SOXQ
+286.7%
-50.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.5% |
| 7D | +2.2% | +0.8% | +1.5% | +2.1% |
| 30D | +8.4% | -4.6% | +13.0% | +9.4% |
| 3M | +12.1% | -10.2% | +22.3% | +13.4% |
| 6M | +19.7% | +49.7% | -30.0% | +5.6% |
| YTD | +58.4% | +67.2% | -8.8% | +35.5% |
| 1Y | +67.2% | +98.0% | -30.8% | +35.8% |
| 3Y | +125.0% | +237.2% | -112.1% | +50.1% |
| 5Y | +355.1% | +261.3% | +93.8% | +173.5% |
| All | +236.4% | +286.7% | -50.3% | +100.3% |
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