+18.4%
SUI vs SOXQ
+190.9%
-172.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +3.4% | -5.7% | +9.1% | +3.2% |
| 30D | +4.6% | -20.5% | +25.1% | +3.9% |
| 3M | +1.6% | -16.6% | +18.2% | +1.1% |
| 6M | -3.5% | -15.0% | +11.5% | -4.3% |
| YTD | -1.0% | +41.5% | -42.5% | -3.5% |
| 1Y | -1.7% | +40.2% | -41.9% | -4.2% |
| 3Y | +18.4% | +183.0% | -164.6% | -5.8% |
| All | +18.4% | +190.9% | -172.5% | -5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling