-6.1%
SUNB vs SOXQ
+48.3%
-54.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.4% | +0.6% | +2.6% |
| 7D | -6.3% | +2.3% | -8.6% | -7.1% |
| 30D | -14.2% | -2.3% | -11.9% | -13.4% |
| 3M | -14.7% | -13.8% | -1.0% | -9.9% |
| 6M | -7.9% | +48.6% | -56.5% | -27.1% |
| All | -6.1% | +48.3% | -54.4% | -24.5% |
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 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