+282.6%
TPR vs SOXQ
+235.9%
+46.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.4% |
| 7D | -7.3% | +5.2% | -12.6% | -9.0% |
| 30D | -30.7% | -0.5% | -30.2% | -30.9% |
| 3M | -21.6% | -5.6% | -16.0% | -21.9% |
| 6M | -21.3% | +53.0% | -74.4% | -37.8% |
| YTD | -10.2% | +68.8% | -78.9% | -32.3% |
| 1Y | +9.5% | +105.7% | -96.2% | -24.9% |
| All | +282.6% | +235.9% | +46.6% | +106.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling