+69.5%
T vs SOXQ
+258.1%
-188.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +2.1% |
| 7D | +1.5% | +0.8% | +0.7% | +1.5% |
| 30D | +7.5% | -4.6% | +12.0% | +7.3% |
| 3M | +14.8% | -10.2% | +25.0% | +14.6% |
| 6M | -1.7% | +49.7% | -51.4% | -1.6% |
| YTD | +8.7% | +67.2% | -58.6% | +8.7% |
| 1Y | -7.5% | +98.0% | -105.5% | -7.8% |
| 3Y | +110.2% | +237.2% | -126.9% | +97.0% |
| All | +69.5% | +258.1% | -188.6% | +42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling