-32.8%
TECH vs SOXQ
+231.9%
-264.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.5% | +1.3% |
| 7D | +0.1% | +8.2% | -8.0% | -2.9% |
| 30D | +0.5% | -13.2% | +13.7% | +4.8% |
| 3M | +1.1% | -18.5% | +19.6% | +7.4% |
| 6M | +62.8% | -15.4% | +78.3% | +66.5% |
| YTD | +24.5% | +43.6% | -19.1% | -1.8% |
| 1Y | +20.6% | +49.2% | -28.6% | -6.7% |
| 3Y | +29.5% | +190.2% | -160.7% | -32.1% |
| 5Y | -40.9% | +178.2% | -219.1% | -69.8% |
| All | -32.8% | +231.9% | -264.7% | -67.7% |
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