-69.5%
W vs SOXQ
+286.7%
-356.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.6% | -0.7% |
| 7D | -0.9% | +0.8% | -1.6% | -1.6% |
| 30D | -4.2% | -4.6% | +0.3% | -0.2% |
| 3M | +26.9% | -10.2% | +37.1% | +34.4% |
| 6M | +31.2% | +49.7% | -18.4% | -24.3% |
| YTD | -1.8% | +67.2% | -69.1% | -50.5% |
| 1Y | +9.3% | +98.0% | -88.7% | -56.4% |
| 3Y | +33.2% | +237.2% | -204.0% | -74.9% |
| 5Y | -62.4% | +261.3% | -323.7% | -93.3% |
| All | -69.5% | +286.7% | -356.2% | -94.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling