+24.5%
TMO vs SOXQ
+98.3%
-73.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +1.0% |
| 7D | -0.6% | +0.8% | -1.4% | -0.7% |
| 30D | +1.1% | -4.6% | +5.7% | +1.3% |
| 3M | +28.3% | -10.2% | +38.5% | +28.4% |
| 6M | +23.3% | +49.7% | -26.4% | +10.8% |
| YTD | +5.5% | +67.2% | -61.8% | -7.1% |
| 1Y | +24.5% | +98.0% | -73.5% | +3.3% |
| All | +24.5% | +98.3% | -73.8% | +3.3% |
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