+283.4%
THC vs SOXQ
+286.7%
-3.3%
-58.9%
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% | -0.5% |
| 7D | -0.5% | +0.8% | -1.3% | -0.8% |
| 30D | -1.2% | -4.6% | +3.4% | +0.1% |
| 3M | +52.3% | -10.2% | +62.4% | +54.1% |
| 6M | +12.4% | +49.7% | -37.3% | -9.7% |
| YTD | +32.7% | +67.2% | -34.6% | +1.0% |
| 1Y | +36.4% | +98.0% | -61.6% | -4.6% |
| 3Y | +259.3% | +237.2% | +22.1% | +77.9% |
| 5Y | +262.7% | +261.3% | +1.4% | +69.7% |
| All | +283.4% | +286.7% | -3.3% | +79.4% |
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