-86.9%
TMF vs SOXQ
+286.7%
-373.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.7% | 0.0% |
| 7D | -5.1% | +0.8% | -5.8% | -5.1% |
| 30D | -4.6% | -4.6% | 0.0% | -4.4% |
| 3M | -16.6% | -10.2% | -6.4% | -16.4% |
| 6M | -19.9% | +49.7% | -69.5% | -21.0% |
| YTD | -20.2% | +67.2% | -87.4% | -21.6% |
| 1Y | -27.7% | +98.0% | -125.7% | -29.4% |
| 3Y | -43.9% | +237.2% | -281.1% | -47.3% |
| 5Y | -88.4% | +261.3% | -349.7% | -89.4% |
| All | -86.9% | +286.7% | -373.6% | -87.9% |
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