-20.3%
SUI vs SOXQ
+288.7%
-309.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.6% |
| 7D | -3.1% | +5.3% | -8.4% | -3.6% |
| 30D | -2.3% | -3.7% | +1.4% | -2.0% |
| 3M | -2.8% | -7.8% | +5.0% | -2.6% |
| 6M | -12.4% | +58.4% | -70.7% | -19.6% |
| YTD | -3.3% | +68.1% | -71.5% | -12.3% |
| 1Y | -5.8% | +105.4% | -111.2% | -17.9% |
| 3Y | +12.5% | +239.2% | -226.7% | -17.4% |
| 5Y | -32.9% | +266.9% | -299.8% | -53.0% |
| All | -20.3% | +288.7% | -309.1% | -44.5% |
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