-22.9%
TMUS vs SOXQ
+98.3%
-121.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.8% | +1.1% | +3.3% |
| 7D | +0.4% | +0.8% | -0.3% | +0.6% |
| 30D | +3.5% | -4.6% | +8.1% | +2.7% |
| 3M | -1.3% | -10.2% | +8.8% | -2.4% |
| 6M | -13.6% | +49.7% | -63.3% | -2.9% |
| YTD | -8.8% | +67.2% | -76.0% | +5.4% |
| 1Y | -22.9% | +98.0% | -120.9% | -4.6% |
| All | -22.9% | +98.3% | -121.2% | -4.6% |
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 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