+16.0%
TFC vs SOXQ
+251.3%
-235.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.0% | +1.2% |
| 7D | -2.5% | +2.3% | -4.8% | -3.2% |
| 30D | -2.8% | -3.9% | +1.1% | -1.8% |
| 3M | +2.1% | -4.7% | +6.9% | +1.5% |
| 6M | +10.1% | +47.9% | -37.8% | -8.5% |
| YTD | +5.4% | +64.3% | -58.9% | -16.2% |
| 1Y | +16.3% | +95.7% | -79.4% | -14.5% |
| 3Y | +95.9% | +231.5% | -135.6% | +9.1% |
| 5Y | +16.0% | +255.0% | -239.0% | -40.0% |
| All | +16.0% | +251.3% | -235.3% | -40.0% |
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