-19.1%
TMUS vs SOXQ
+45.6%
-64.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.8% | -1.4% |
| 7D | +4.9% | +8.2% | -3.3% | +6.7% |
| 30D | +7.7% | -13.2% | +20.9% | +4.6% |
| 3M | -6.8% | -18.5% | +11.7% | -10.3% |
| 6M | -9.7% | -15.4% | +5.8% | -11.3% |
| YTD | -15.0% | +43.6% | -58.5% | -7.2% |
| 1Y | -19.1% | +49.2% | -68.4% | -11.7% |
| All | -19.1% | +45.6% | -64.7% | -11.7% |
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