+40.7%
THC vs SOXQ
+45.5%
-4.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.1% | +12.7% | +9.4% |
| 7D | +8.8% | -12.1% | +20.9% | +8.4% |
| 30D | +12.6% | -22.0% | +34.7% | +11.8% |
| 3M | +15.4% | -15.6% | +30.9% | +14.8% |
| 6M | +57.7% | -2.4% | +60.0% | +47.1% |
| YTD | +47.1% | +45.4% | +1.7% | +20.8% |
| 1Y | +40.7% | +47.7% | -7.0% | +13.5% |
| All | +40.7% | +45.5% | -4.8% | +13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling