+24.3%
W vs SOXQ
+45.5%
-21.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.1% | +14.1% | +12.4% |
| 7D | +8.4% | -12.1% | +20.5% | +14.8% |
| 30D | +16.5% | -22.0% | +38.6% | +30.6% |
| 3M | +6.4% | -15.6% | +22.0% | +14.1% |
| 6M | +90.5% | -2.4% | +92.9% | +76.1% |
| YTD | +23.1% | +45.4% | -22.3% | -11.5% |
| 1Y | +24.3% | +47.7% | -23.4% | -11.3% |
| All | +24.3% | +45.5% | -21.2% | -11.3% |
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 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