+62.0%
TEL vs SOXQ
+279.9%
-217.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +1.3% |
| 7D | -2.3% | +2.3% | -4.6% | -3.5% |
| 30D | -6.1% | -3.9% | -2.2% | -4.4% |
| 3M | +1.7% | -4.7% | +6.4% | +2.0% |
| 6M | +1.6% | +47.9% | -46.3% | -20.6% |
| YTD | -9.1% | +64.3% | -73.4% | -32.9% |
| 1Y | -1.7% | +95.7% | -97.4% | -34.0% |
| 3Y | +67.3% | +231.5% | -164.2% | -20.7% |
| 5Y | +52.1% | +255.0% | -202.9% | -34.6% |
| All | +62.0% | +279.9% | -217.9% | -31.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling