-73.1%
Z vs SOXQ
+231.9%
-305.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.5% | +6.9% | +4.9% |
| 7D | +0.8% | +8.2% | -7.3% | -2.7% |
| 30D | +5.2% | -13.2% | +18.3% | +10.4% |
| 3M | -17.0% | -18.5% | +1.5% | -11.2% |
| 6M | -22.7% | -15.4% | -7.2% | -23.0% |
| YTD | -56.3% | +43.6% | -99.9% | -68.9% |
| 1Y | -57.7% | +49.2% | -106.9% | -70.6% |
| 3Y | -16.5% | +190.2% | -206.8% | -66.7% |
| 5Y | -53.4% | +178.2% | -231.6% | -82.2% |
| All | -73.1% | +231.9% | -305.0% | -90.6% |
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