+264.9%
ZETA vs SOXQ
+286.7%
-21.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -2.3% |
| 7D | -3.7% | +0.8% | -4.5% | -4.3% |
| 30D | +5.7% | -4.6% | +10.3% | +8.3% |
| 3M | +50.4% | -10.2% | +60.6% | +53.4% |
| 6M | +65.5% | +49.7% | +15.8% | +11.9% |
| YTD | +48.3% | +67.2% | -18.9% | -8.4% |
| 1Y | +45.4% | +98.0% | -52.6% | -21.0% |
| 3Y | +270.8% | +237.2% | +33.6% | +22.1% |
| 5Y | +336.1% | +261.3% | +74.8% | +34.3% |
| All | +264.9% | +286.7% | -21.7% | +7.4% |
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 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