+56.5%
TEL vs SOXQ
+258.1%
-201.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.8% | +1.8% | +2.7% |
| 7D | +1.6% | +0.8% | +0.8% | +1.2% |
| 30D | -0.7% | -4.6% | +3.9% | +1.5% |
| 3M | +2.4% | -10.2% | +12.6% | +6.0% |
| 6M | +4.1% | +49.7% | -45.5% | -19.2% |
| YTD | -5.8% | +67.2% | -73.1% | -31.2% |
| 1Y | +0.9% | +98.0% | -97.1% | -32.8% |
| 3Y | +72.6% | +237.2% | -164.6% | -19.3% |
| All | +56.5% | +258.1% | -201.6% | -34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling