-21.6%
TGT vs SOXQ
+286.7%
-308.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.4% |
| 7D | -5.2% | +0.8% | -6.0% | -5.4% |
| 30D | +1.2% | -4.6% | +5.8% | +2.2% |
| 3M | +18.4% | -10.2% | +28.5% | +19.8% |
| 6M | +33.4% | +49.7% | -16.2% | +12.8% |
| YTD | +63.8% | +67.2% | -3.4% | +32.4% |
| 1Y | +77.2% | +98.0% | -20.8% | +34.0% |
| 3Y | +41.8% | +237.2% | -195.4% | -18.0% |
| 5Y | -25.5% | +261.3% | -286.8% | -60.7% |
| All | -21.6% | +286.7% | -308.2% | -59.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling