+278.4%
TER vs SOXQ
+227.1%
+51.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.6% | -0.9% | -0.5% |
| 7D | +9.4% | +2.3% | +7.1% | +6.7% |
| 30D | -2.4% | -3.9% | +1.5% | +2.8% |
| 3M | +6.5% | -4.7% | +11.3% | +16.8% |
| 6M | +23.2% | +47.9% | -24.7% | -15.0% |
| YTD | +91.5% | +64.3% | +27.2% | +19.7% |
| 1Y | +214.8% | +95.7% | +119.1% | +66.9% |
| All | +278.4% | +227.1% | +51.3% | +19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling