+205.6%
TPR vs SOXQ
+286.7%
-81.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.8% | +0.5% | +1.4% |
| 7D | -3.0% | +0.8% | -3.7% | -3.4% |
| 30D | -22.6% | -4.6% | -18.1% | -21.3% |
| 3M | -18.2% | -10.2% | -8.0% | -16.4% |
| 6M | -18.0% | +49.7% | -67.6% | -37.6% |
| YTD | -6.4% | +67.2% | -73.6% | -33.4% |
| 1Y | +12.3% | +98.0% | -85.7% | -27.7% |
| 3Y | +298.7% | +237.2% | +61.5% | +74.9% |
| 5Y | +232.5% | +261.3% | -28.8% | +33.4% |
| All | +205.6% | +286.7% | -81.0% | +20.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling