+66.0%
V vs SOXQ
+283.8%
-217.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.3% | -1.6% |
| 7D | -1.7% | +2.3% | -4.1% | -2.2% |
| 30D | +2.0% | -2.3% | +4.2% | +2.2% |
| 3M | +17.4% | -13.8% | +31.1% | +19.2% |
| 6M | +17.5% | +48.6% | -31.1% | +3.0% |
| YTD | +7.6% | +66.0% | -58.4% | -8.7% |
| 1Y | +7.7% | +107.9% | -100.2% | -14.9% |
| 3Y | +54.7% | +224.1% | -169.5% | -0.3% |
| 5Y | +73.0% | +256.6% | -183.5% | +2.3% |
| All | +66.0% | +283.8% | -217.7% | -2.3% |
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