+5.0%
SYK vs SOXQ
+251.9%
-246.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.7% | -1.4% |
| 7D | -12.3% | +2.3% | -14.7% | -12.8% |
| 30D | -22.4% | -3.9% | -18.5% | -22.0% |
| 3M | -12.3% | -4.7% | -7.6% | -13.1% |
| 6M | -24.3% | +47.9% | -72.2% | -34.5% |
| YTD | -22.8% | +64.3% | -87.1% | -35.5% |
| 1Y | -28.8% | +95.7% | -124.5% | -44.1% |
| 3Y | -4.0% | +231.5% | -235.5% | -41.3% |
| All | +5.0% | +251.9% | -246.8% | -40.9% |
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