+396.0%
TPR vs SOXQ
+189.0%
+207.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | +0.9% |
| 7D | -0.3% | +8.2% | -8.5% | -2.8% |
| 30D | +15.1% | -13.2% | +28.3% | +19.2% |
| 3M | +3.5% | -18.5% | +22.1% | +8.9% |
| 6M | +0.4% | -15.4% | +15.9% | +0.6% |
| YTD | +4.6% | +43.6% | -39.0% | -18.6% |
| 1Y | +33.1% | +49.2% | -16.1% | +1.3% |
| 3Y | +396.0% | +190.2% | +205.8% | +143.6% |
| All | +396.0% | +189.0% | +207.0% | +143.6% |
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 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