-22.3%
SYK vs SOXQ
+111.3%
-133.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.4% | -4.9% | -1.1% |
| 7D | -8.3% | +2.3% | -10.7% | -8.0% |
| 30D | -10.1% | -2.3% | -7.8% | -10.3% |
| 3M | +0.9% | -13.8% | +14.7% | 0.0% |
| 6M | -20.2% | +48.6% | -68.8% | -22.1% |
| YTD | -13.3% | +66.0% | -79.3% | -15.1% |
| 1Y | -22.3% | +107.9% | -130.2% | -23.4% |
| All | -22.3% | +111.3% | -133.7% | -23.4% |
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