-21.4%
SUI vs SOXQ
+290.2%
-311.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.7% | -1.4% |
| 7D | -4.3% | +5.2% | -9.5% | -4.8% |
| 30D | -2.1% | -0.5% | -1.6% | -2.1% |
| 3M | -6.1% | -5.6% | -0.5% | -6.2% |
| 6M | -12.8% | +53.0% | -65.8% | -19.5% |
| YTD | -4.6% | +68.8% | -73.4% | -13.6% |
| 1Y | -7.7% | +105.7% | -113.4% | -19.6% |
| 3Y | +10.9% | +240.5% | -229.5% | -18.6% |
| 5Y | -32.4% | +266.8% | -299.2% | -52.7% |
| All | -21.4% | +290.2% | -311.6% | -45.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling