+78.2%
SYF vs SOXQ
+251.3%
-173.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | +0.2% | -1.3% |
| 7D | -5.5% | +2.3% | -7.8% | -6.5% |
| 30D | -3.9% | -3.9% | 0.0% | -2.4% |
| 3M | +8.9% | -4.7% | +13.6% | +8.5% |
| 6M | +16.2% | +47.9% | -31.7% | -9.1% |
| YTD | -8.4% | +64.3% | -72.8% | -32.6% |
| 1Y | +2.6% | +95.7% | -93.1% | -31.8% |
| 3Y | +156.4% | +231.5% | -75.2% | +20.8% |
| 5Y | +78.2% | +255.0% | -176.8% | -25.1% |
| All | +78.2% | +251.3% | -173.1% | -25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling