-26.4%
TEAM vs SOXQ
+286.7%
-313.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.8% |
| 7D | -5.2% | +0.8% | -6.0% | -5.7% |
| 30D | +15.8% | -4.6% | +20.3% | +17.9% |
| 3M | +101.5% | -10.2% | +111.6% | +103.7% |
| 6M | +138.2% | +49.7% | +88.5% | +66.7% |
| YTD | +10.8% | +67.2% | -56.4% | -29.8% |
| 1Y | +1.7% | +98.0% | -96.3% | -44.3% |
| 3Y | -16.0% | +237.2% | -253.2% | -73.7% |
| 5Y | -52.7% | +261.3% | -314.0% | -85.3% |
| All | -26.4% | +286.7% | -313.0% | -77.4% |
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