-33.5%
TECH vs SOXQ
+286.7%
-320.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.6% |
| 7D | -0.4% | +0.8% | -1.2% | -0.7% |
| 30D | 0.0% | -4.6% | +4.5% | +1.6% |
| 3M | +33.7% | -10.2% | +43.8% | +37.2% |
| 6M | +34.9% | +49.7% | -14.8% | +8.0% |
| YTD | +23.2% | +67.2% | -44.1% | -6.8% |
| 1Y | +36.3% | +98.0% | -61.7% | -5.5% |
| 3Y | +2.3% | +237.2% | -234.9% | -48.6% |
| 5Y | -42.9% | +261.3% | -304.2% | -73.3% |
| All | -33.5% | +286.7% | -320.1% | -69.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling