-68.1%
ZYBT vs SOXQ
+122.1%
-190.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.8% | -4.3% | -3.2% |
| 7D | -3.7% | +0.8% | -4.5% | -4.1% |
| 30D | 0.0% | -4.6% | +4.6% | +1.4% |
| 3M | +72.2% | -10.2% | +82.4% | +66.9% |
| 6M | +103.1% | +49.7% | +53.5% | +39.3% |
| YTD | +34.8% | +67.2% | -32.5% | -13.4% |
| 1Y | -83.2% | +98.0% | -181.2% | -90.3% |
| All | -68.1% | +122.1% | -190.2% | -85.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling