+8.7%
V vs SOXQ
+98.3%
-89.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +1.0% |
| 7D | -1.2% | +0.8% | -2.0% | -1.2% |
| 30D | +3.1% | -4.6% | +7.6% | +2.7% |
| 3M | +16.3% | -10.2% | +26.5% | +15.5% |
| 6M | +20.4% | +49.7% | -29.3% | +16.6% |
| YTD | +6.3% | +67.2% | -61.0% | +3.4% |
| 1Y | +8.7% | +98.0% | -89.3% | +8.5% |
| All | +8.7% | +98.3% | -89.6% | +8.5% |
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 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