+266.6%
THC vs SOXQ
+235.9%
+30.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.4% | +3.5% | +3.8% |
| 7D | +4.1% | +5.2% | -1.2% | +3.1% |
| 30D | +3.5% | -0.5% | +4.0% | +3.5% |
| 3M | +61.7% | -5.6% | +67.4% | +60.9% |
| 6M | +11.8% | +53.0% | -41.2% | -4.8% |
| YTD | +35.4% | +68.8% | -33.4% | +11.4% |
| 1Y | +37.0% | +105.7% | -68.7% | +4.9% |
| All | +266.6% | +235.9% | +30.7% | +99.5% |
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 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