+218.7%
TPR vs SOXQ
+269.0%
-50.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.5% |
| 7D | -7.3% | +5.2% | -12.6% | -9.6% |
| 30D | -30.7% | -0.5% | -30.2% | -31.0% |
| 3M | -21.6% | -5.6% | -16.0% | -22.0% |
| 6M | -21.3% | +53.0% | -74.4% | -40.9% |
| YTD | -10.2% | +68.8% | -78.9% | -36.3% |
| 1Y | +9.5% | +105.7% | -96.2% | -31.0% |
| 3Y | +280.8% | +240.5% | +40.3% | +65.7% |
| 5Y | +218.7% | +266.8% | -48.1% | +25.2% |
| All | +218.7% | +269.0% | -50.3% | +25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling