-19.7%
SUI vs SOXQ
+243.8%
-263.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.7% |
| 7D | -3.8% | +16.4% | -20.3% | -5.0% |
| 30D | +3.9% | -13.9% | +17.8% | +5.1% |
| 3M | +0.2% | -15.1% | +15.4% | +1.3% |
| 6M | -4.2% | -10.2% | +6.0% | -4.9% |
| YTD | -2.5% | +48.7% | -51.2% | -11.0% |
| 1Y | -4.0% | +48.9% | -53.0% | -12.5% |
| 3Y | +16.5% | +197.4% | -180.9% | -13.5% |
| 5Y | -27.2% | +188.2% | -215.4% | -48.3% |
| All | -19.7% | +243.8% | -263.5% | -43.6% |
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