+148.6%
TE vs SOXQ
+111.3%
+37.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.4% | -2.0% | -3.2% |
| 7D | -4.0% | +2.3% | -6.3% | -7.0% |
| 30D | -15.9% | -2.3% | -13.7% | -13.7% |
| 3M | -60.5% | -13.8% | -46.8% | -50.7% |
| 6M | -35.2% | +48.6% | -83.8% | -57.0% |
| YTD | -31.1% | +66.0% | -97.1% | -60.1% |
| 1Y | +148.6% | +107.9% | +40.8% | +30.9% |
| All | +148.6% | +111.3% | +37.3% | +30.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling