-33.3%
TECH vs SOXQ
+288.7%
-322.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.7% |
| 7D | +0.2% | +5.3% | -5.1% | -1.8% |
| 30D | +0.1% | -3.7% | +3.8% | +1.4% |
| 3M | +37.5% | -7.8% | +45.3% | +39.5% |
| 6M | +34.6% | +58.4% | -23.8% | +5.0% |
| YTD | +23.5% | +68.1% | -44.7% | -6.8% |
| 1Y | +34.4% | +105.4% | -71.0% | -8.5% |
| 3Y | +2.3% | +239.2% | -236.9% | -48.7% |
| 5Y | -41.7% | +266.9% | -308.6% | -72.9% |
| All | -33.3% | +288.7% | -322.0% | -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 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