+106.1%
T vs SOXQ
+227.1%
-121.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +1.2% |
| 7D | -2.4% | +2.3% | -4.8% | -2.1% |
| 30D | +4.3% | -3.9% | +8.2% | +3.9% |
| 3M | +11.6% | -4.7% | +16.3% | +11.4% |
| 6M | -5.6% | +47.9% | -53.5% | -0.5% |
| YTD | +6.6% | +64.3% | -57.8% | +13.7% |
| 1Y | -8.4% | +95.7% | -104.1% | -0.4% |
| All | +106.1% | +227.1% | -121.0% | +123.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling