-33.0%
Z vs SOXQ
+233.6%
-266.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.4% | -5.5% | -3.0% |
| 7D | -3.0% | +2.3% | -5.3% | -3.6% |
| 30D | -4.2% | -2.3% | -1.9% | -3.9% |
| 3M | -3.7% | -13.8% | +10.1% | -1.8% |
| 6M | -24.5% | +48.6% | -73.1% | -39.5% |
| YTD | -49.3% | +66.0% | -115.3% | -61.7% |
| 1Y | -58.7% | +107.9% | -166.5% | -72.4% |
| All | -33.0% | +233.6% | -266.5% | -70.4% |
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