+36.3%
TECH vs SOXQ
+98.3%
-62.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.2% |
| 7D | -0.4% | +0.8% | -1.2% | -0.5% |
| 30D | 0.0% | -4.6% | +4.5% | +0.6% |
| 3M | +33.7% | -10.2% | +43.8% | +35.3% |
| 6M | +34.9% | +49.7% | -14.8% | +19.5% |
| YTD | +23.2% | +67.2% | -44.1% | +4.7% |
| 1Y | +36.3% | +98.0% | -61.7% | -0.6% |
| All | +36.3% | +98.3% | -62.0% | -0.6% |
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