-0.5%
TAP vs SOXQ
+251.3%
-251.8%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | 0.0% |
| 7D | -5.3% | +2.3% | -7.6% | -5.3% |
| 30D | -7.4% | -3.9% | -3.5% | -7.3% |
| 3M | -4.9% | -4.7% | -0.2% | -5.1% |
| 6M | -14.2% | +47.9% | -62.1% | -17.4% |
| YTD | -14.8% | +64.3% | -79.2% | -18.8% |
| 1Y | -18.1% | +95.7% | -113.8% | -23.5% |
| 3Y | -32.7% | +231.5% | -264.2% | -43.1% |
| 5Y | -0.5% | +255.0% | -255.5% | -21.4% |
| All | -0.5% | +251.3% | -251.8% | -21.4% |
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