+69.0%
TPG vs SOXQ
+210.2%
-141.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +0.7% |
| 7D | -9.4% | +0.8% | -10.2% | -9.8% |
| 30D | -5.3% | -4.6% | -0.7% | -3.3% |
| 3M | +12.9% | -10.2% | +23.1% | +16.4% |
| 6M | +20.1% | +49.7% | -29.6% | -9.6% |
| YTD | -22.5% | +67.2% | -89.7% | -45.8% |
| 1Y | -19.7% | +98.0% | -117.7% | -49.8% |
| 3Y | +81.2% | +237.2% | -156.0% | -23.0% |
| All | +69.0% | +210.2% | -141.1% | -33.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling