-22.2%
TAP vs SOXQ
+189.0%
-211.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.5% | +6.7% | +2.9% |
| 7D | +1.3% | +8.2% | -6.9% | +2.0% |
| 30D | +5.7% | -13.2% | +18.9% | +4.9% |
| 3M | -1.9% | -18.5% | +16.6% | -2.9% |
| 6M | +0.9% | -15.4% | +16.4% | +0.1% |
| YTD | -9.5% | +43.6% | -53.1% | -10.0% |
| 1Y | -9.0% | +49.2% | -58.2% | -9.5% |
| 3Y | -22.2% | +190.2% | -212.4% | -25.8% |
| All | -22.2% | +189.0% | -211.2% | -25.8% |
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