+52.2%
TEM vs SOXQ
+117.3%
-65.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.4% | -5.1% | -5.0% |
| 7D | -1.1% | +5.2% | -6.3% | -5.2% |
| 30D | +11.3% | -0.5% | +11.8% | +11.5% |
| 3M | +25.5% | -5.6% | +31.1% | +26.3% |
| 6M | +17.1% | +53.0% | -35.9% | -28.8% |
| YTD | +3.8% | +68.8% | -65.0% | -43.8% |
| 1Y | -24.4% | +105.7% | -130.1% | -67.0% |
| All | +52.2% | +117.3% | -65.1% | -37.7% |
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