+33.2%
W vs SOXQ
+232.9%
-199.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.6% | -0.3% |
| 7D | -0.9% | +0.8% | -1.6% | -1.5% |
| 30D | -4.2% | -4.6% | +0.3% | -1.0% |
| 3M | +26.9% | -10.2% | +37.1% | +33.4% |
| 6M | +31.2% | +49.7% | -18.4% | -16.0% |
| YTD | -1.8% | +67.2% | -69.1% | -43.6% |
| 1Y | +9.3% | +98.0% | -88.7% | -48.2% |
| 3Y | +33.2% | +237.2% | -204.0% | -71.4% |
| All | +33.2% | +232.9% | -199.7% | -71.4% |
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