+116.7%
TEAM vs SOXQ
+61.4%
+55.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.4% | +0.9% |
| 7D | -4.7% | +5.2% | -9.9% | -3.2% |
| 30D | +17.0% | -0.5% | +17.6% | +17.0% |
| 3M | +85.9% | -5.6% | +91.5% | +85.2% |
| 6M | +116.7% | +53.0% | +63.6% | +131.8% |
| All | +116.7% | +61.4% | +55.3% | +131.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling