-33.9%
TAP vs SOXQ
+227.1%
-261.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | -0.2% |
| 7D | -5.3% | +2.3% | -7.6% | -5.1% |
| 30D | -7.4% | -3.9% | -3.5% | -7.5% |
| 3M | -4.9% | -4.7% | -0.2% | -5.0% |
| 6M | -14.2% | +47.9% | -62.1% | -14.3% |
| YTD | -14.8% | +64.3% | -79.2% | -15.1% |
| 1Y | -18.1% | +95.7% | -113.8% | -18.8% |
| All | -33.9% | +227.1% | -261.0% | -40.3% |
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 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