-12.6%
TOST vs SOXQ
+48.4%
-60.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.8% |
| 7D | -4.7% | +16.4% | -21.1% | -3.1% |
| 30D | +8.5% | -13.9% | +22.4% | +7.2% |
| 3M | -1.6% | -15.1% | +13.6% | -2.7% |
| 6M | +44.1% | -10.2% | +54.3% | +41.8% |
| YTD | -5.6% | +48.7% | -54.3% | -13.8% |
| 1Y | -12.6% | +48.9% | -61.5% | -20.5% |
| All | -12.6% | +48.4% | -60.9% | -20.5% |
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