-19.7%
TAP vs SOXQ
+283.8%
-303.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.4% | -3.5% | -0.3% |
| 7D | -2.3% | +2.3% | -4.7% | -2.4% |
| 30D | -2.1% | -2.3% | +0.1% | -2.1% |
| 3M | +6.6% | -13.8% | +20.4% | +7.1% |
| 6M | -11.5% | +48.6% | -60.1% | -14.8% |
| YTD | -10.3% | +66.0% | -76.3% | -14.5% |
| 1Y | -14.4% | +107.9% | -122.3% | -20.5% |
| 3Y | -28.3% | +224.1% | -252.4% | -39.0% |
| 5Y | +1.7% | +256.6% | -254.9% | -19.0% |
| All | -19.7% | +283.8% | -303.5% | -37.0% |
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