+8.9%
TCOM vs SOXQ
+232.9%
-224.0%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -0.9% | +0.4% |
| 7D | -4.9% | +0.8% | -5.7% | -5.1% |
| 30D | -14.4% | -4.6% | -9.8% | -13.6% |
| 3M | -17.7% | -10.2% | -7.5% | -16.7% |
| 6M | -25.1% | +49.7% | -74.8% | -35.9% |
| YTD | -45.7% | +67.2% | -113.0% | -55.3% |
| 1Y | -47.9% | +98.0% | -145.9% | -59.5% |
| 3Y | +8.9% | +237.2% | -228.2% | -29.3% |
| All | +8.9% | +232.9% | -224.0% | -29.3% |
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