+315.9%
THC vs SOXQ
+231.9%
+83.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.2% | +0.8% |
| 7D | +1.0% | +8.2% | -7.2% | -1.5% |
| 30D | +5.3% | -13.2% | +18.5% | +9.1% |
| 3M | +7.1% | -18.5% | +25.6% | +12.7% |
| 6M | +46.0% | -15.4% | +61.5% | +46.2% |
| YTD | +43.9% | +43.6% | +0.4% | +13.6% |
| 1Y | +45.4% | +49.2% | -3.8% | +12.6% |
| 3Y | +421.3% | +190.2% | +231.1% | +167.6% |
| 5Y | +261.5% | +178.2% | +83.3% | +81.5% |
| All | +315.9% | +231.9% | +83.9% | +101.7% |
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 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