+12.8%
TEAM vs SOXQ
+111.3%
-98.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.4% | -6.0% | -1.8% |
| 7D | -0.4% | +2.3% | -2.8% | +0.1% |
| 30D | +67.3% | -2.3% | +69.5% | +66.3% |
| 3M | +86.8% | -13.8% | +100.5% | +83.4% |
| 6M | +146.8% | +48.6% | +98.2% | +157.2% |
| YTD | +16.9% | +66.0% | -49.1% | +20.8% |
| 1Y | +12.8% | +107.9% | -95.1% | +29.2% |
| All | +12.8% | +111.3% | -98.5% | +29.2% |
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