+60.1%
T vs SOXQ
+288.7%
-228.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.3% |
| 7D | -1.5% | +5.3% | -6.8% | -1.4% |
| 30D | +7.6% | -3.7% | +11.3% | +7.5% |
| 3M | +15.3% | -7.8% | +23.1% | +15.2% |
| 6M | -8.5% | +58.4% | -66.8% | -8.4% |
| YTD | +6.8% | +68.1% | -61.4% | +6.8% |
| 1Y | -7.2% | +105.4% | -112.6% | -7.6% |
| 3Y | +108.2% | +239.2% | -131.0% | +95.5% |
| 5Y | +66.1% | +266.9% | -200.9% | +43.5% |
| All | +60.1% | +288.7% | -228.6% | +38.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling