-26.5%
TMF vs SOXQ
+96.6%
-123.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.6% | -0.8% | -3.2% |
| 7D | -4.8% | +2.3% | -7.1% | -4.9% |
| 30D | -4.9% | -3.9% | -1.0% | -4.7% |
| 3M | -13.4% | -4.7% | -8.7% | -13.6% |
| 6M | -23.0% | +47.9% | -70.9% | -23.1% |
| YTD | -20.2% | +64.3% | -84.5% | -19.4% |
| 1Y | -26.5% | +95.7% | -122.2% | -20.9% |
| All | -26.5% | +96.6% | -123.1% | -20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling