-70.8%
Z vs SOXQ
+288.7%
-359.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.3% | -7.7% | -7.0% |
| 7D | -3.3% | +5.3% | -8.5% | -5.6% |
| 30D | -3.7% | -3.7% | 0.0% | -2.5% |
| 3M | -7.0% | -7.8% | +0.8% | -7.4% |
| 6M | -29.5% | +58.4% | -87.9% | -49.9% |
| YTD | -52.6% | +68.1% | -120.7% | -67.9% |
| 1Y | -64.0% | +105.4% | -169.4% | -78.9% |
| 3Y | -36.4% | +239.2% | -275.6% | -75.9% |
| 5Y | -65.8% | +266.9% | -332.7% | -88.4% |
| All | -70.8% | +288.7% | -359.5% | -90.3% |
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 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