-0.8%
TOST vs SOXQ
+45.5%
-46.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.1% | +8.6% | +5.2% |
| 7D | +10.7% | -12.1% | +22.8% | +9.7% |
| 30D | +17.7% | -22.0% | +39.8% | +15.8% |
| 3M | +4.6% | -15.6% | +20.2% | +3.7% |
| 6M | +20.3% | -2.4% | +22.6% | +15.5% |
| YTD | -0.4% | +45.4% | -45.8% | -15.3% |
| 1Y | -0.8% | +47.7% | -48.4% | -17.2% |
| All | -0.8% | +45.5% | -46.2% | -17.2% |
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