+41.8%
TGT vs SOXQ
+232.9%
-191.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.2% |
| 7D | -5.2% | +0.8% | -6.0% | -5.4% |
| 30D | +1.2% | -4.6% | +5.8% | +1.8% |
| 3M | +18.4% | -10.2% | +28.5% | +19.3% |
| 6M | +33.4% | +49.7% | -16.2% | +18.5% |
| YTD | +63.8% | +67.2% | -3.4% | +40.8% |
| 1Y | +77.2% | +98.0% | -20.8% | +45.0% |
| 3Y | +41.8% | +237.2% | -195.4% | -4.0% |
| All | +41.8% | +232.9% | -191.1% | -4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling