-54.3%
TE vs SOXQ
+286.7%
-341.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | -1.1% |
| 7D | +0.2% | +0.8% | -0.5% | -0.4% |
| 30D | -5.9% | -4.6% | -1.3% | -1.2% |
| 3M | -45.6% | -10.2% | -35.4% | -37.7% |
| 6M | -43.4% | +49.7% | -93.0% | -59.4% |
| YTD | -31.0% | +67.2% | -98.2% | -54.7% |
| 1Y | +145.2% | +98.0% | +47.2% | +39.7% |
| 3Y | -24.1% | +237.2% | -261.2% | -72.8% |
| 5Y | -48.1% | +261.3% | -309.4% | -82.2% |
| All | -54.3% | +286.7% | -341.0% | -85.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling