+196.6%
TER vs SOXQ
+288.7%
-92.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.3% | +2.9% | +2.8% |
| 7D | +11.0% | +5.3% | +5.7% | +4.9% |
| 30D | -1.9% | -3.7% | +1.8% | +3.0% |
| 3M | -0.7% | -7.8% | +7.2% | +12.5% |
| 6M | +36.4% | +58.4% | -22.0% | -11.9% |
| YTD | +92.4% | +68.1% | +24.3% | +17.9% |
| 1Y | +213.5% | +105.4% | +108.1% | +58.3% |
| 3Y | +277.2% | +239.2% | +38.0% | +13.2% |
| 5Y | +219.1% | +266.9% | -47.8% | -11.0% |
| All | +196.6% | +288.7% | -92.2% | -20.5% |
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 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