+0.8%
SUI vs SOXQ
+45.5%
-44.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -3.1% | +8.3% | +4.7% |
| 7D | +10.0% | -12.1% | +22.1% | +8.2% |
| 30D | +8.4% | -22.0% | +30.4% | +5.4% |
| 3M | +0.7% | -15.6% | +16.2% | -1.1% |
| 6M | -0.9% | -2.4% | +1.4% | -3.1% |
| YTD | +0.6% | +45.4% | -44.7% | -2.0% |
| 1Y | +0.8% | +47.7% | -46.9% | -1.8% |
| All | +0.8% | +45.5% | -44.7% | -1.8% |
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