+12.3%
TPR vs SOXQ
+98.3%
-86.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.8% | +0.5% | +1.9% |
| 7D | -3.0% | +0.8% | -3.7% | -3.2% |
| 30D | -22.6% | -4.6% | -18.1% | -22.0% |
| 3M | -18.2% | -10.2% | -8.0% | -17.2% |
| 6M | -18.0% | +49.7% | -67.6% | -36.0% |
| YTD | -6.4% | +67.2% | -73.6% | -30.9% |
| 1Y | +12.3% | +98.0% | -85.7% | -25.0% |
| All | +12.3% | +98.3% | -86.0% | -25.0% |
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