+15.1%
TEAM vs SOXQ
+45.5%
-30.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -1.2% |
| 7D | -13.7% | -12.1% | -1.6% | -16.1% |
| 30D | -3.4% | -22.0% | +18.6% | -9.0% |
| 3M | +72.1% | -15.6% | +87.7% | +65.9% |
| 6M | +103.8% | -2.4% | +106.2% | +102.9% |
| YTD | +17.1% | +45.4% | -28.3% | +19.8% |
| 1Y | +15.1% | +47.7% | -32.6% | +17.1% |
| All | +15.1% | +45.5% | -30.4% | +17.1% |
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 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