+78.0%
V vs SOXQ
+189.0%
-111.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.8% | +1.5% |
| 7D | +0.9% | +8.2% | -7.2% | +0.5% |
| 30D | +9.0% | -13.2% | +22.1% | +9.7% |
| 3M | +16.7% | -18.5% | +35.2% | +17.9% |
| 6M | +33.4% | -15.4% | +48.9% | +32.7% |
| YTD | +22.4% | +43.6% | -21.2% | +11.7% |
| 1Y | +27.7% | +49.2% | -21.6% | +15.7% |
| 3Y | +78.0% | +190.2% | -112.2% | +38.0% |
| All | +78.0% | +189.0% | -111.0% | +38.0% |
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