-79.5%
ZYBT vs SOXQ
+111.3%
-190.9%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.4% | -4.6% | -1.9% |
| 7D | -6.9% | +2.3% | -9.3% | -7.4% |
| 30D | -31.8% | -2.3% | -29.5% | -31.6% |
| 3M | +94.0% | -13.8% | +107.7% | +91.6% |
| 6M | +99.0% | +48.6% | +50.4% | +29.4% |
| YTD | +40.0% | +66.0% | -26.0% | -15.2% |
| 1Y | -79.5% | +107.9% | -187.4% | -95.0% |
| All | -79.5% | +111.3% | -190.9% | -95.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling