-88.3%
TMF vs SOXQ
+176.1%
-264.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | -1.3% |
| 7D | -9.3% | +8.2% | -17.4% | -9.5% |
| 30D | +1.9% | -13.2% | +15.1% | +2.4% |
| 3M | -11.2% | -18.5% | +7.3% | -10.7% |
| 6M | -17.7% | -15.4% | -2.3% | -17.5% |
| YTD | -24.5% | +43.6% | -68.0% | -25.5% |
| 1Y | -29.4% | +49.2% | -78.7% | -30.5% |
| 3Y | -33.4% | +190.2% | -223.6% | -37.3% |
| All | -88.3% | +176.1% | -264.3% | -89.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling