+43.2%
TER vs SOXQ
+45.5%
-2.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -3.1% | -3.7% | -2.6% |
| 7D | -19.9% | -12.1% | -7.8% | -4.4% |
| 30D | -43.5% | -22.0% | -21.5% | -20.4% |
| 3M | -37.8% | -15.6% | -22.2% | -20.2% |
| 6M | -25.6% | -2.4% | -23.2% | -18.9% |
| YTD | +29.8% | +45.4% | -15.5% | -16.4% |
| 1Y | +43.2% | +47.7% | -4.5% | -9.8% |
| All | +43.2% | +45.5% | -2.3% | -9.8% |
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