+600.6%
TLN vs SOXQ
+242.2%
+358.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.5% | +1.9% |
| 7D | +10.9% | +5.3% | +5.6% | +7.4% |
| 30D | -6.3% | -3.7% | -2.6% | -3.9% |
| 3M | -10.7% | -7.8% | -2.9% | -7.1% |
| 6M | +1.6% | +58.4% | -56.8% | -26.9% |
| YTD | -13.1% | +68.1% | -81.2% | -39.8% |
| 1Y | -15.1% | +105.4% | -120.4% | -48.1% |
| 3Y | +495.0% | +239.2% | +255.8% | +218.7% |
| All | +600.6% | +242.2% | +358.4% | +278.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling