+31.9%
TMUS vs SOXQ
+286.7%
-254.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.8% | +1.1% | +2.8% |
| 7D | +0.4% | +0.8% | -0.3% | +0.4% |
| 30D | +3.5% | -4.6% | +8.1% | +3.7% |
| 3M | -1.3% | -10.2% | +8.8% | -1.0% |
| 6M | -13.6% | +49.7% | -63.3% | -17.5% |
| YTD | -8.8% | +67.2% | -76.0% | -14.1% |
| 1Y | -22.9% | +98.0% | -120.9% | -29.2% |
| 3Y | +36.7% | +237.2% | -200.4% | +10.2% |
| 5Y | +46.6% | +261.3% | -214.7% | +11.8% |
| All | +31.9% | +286.7% | -254.7% | +0.6% |
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