+230.8%
TPR vs SOXQ
+190.6%
+40.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.3% |
| 7D | -1.1% | +16.4% | -17.6% | -7.5% |
| 30D | +15.1% | -13.9% | +29.0% | +21.0% |
| 3M | -13.4% | -15.1% | +1.7% | -9.2% |
| 6M | +1.4% | -10.2% | +11.5% | -0.9% |
| YTD | +4.8% | +48.7% | -43.9% | -22.9% |
| 1Y | +29.2% | +48.9% | -19.7% | -5.4% |
| 3Y | +403.7% | +197.4% | +206.3% | +130.3% |
| 5Y | +230.8% | +188.2% | +42.7% | +44.5% |
| All | +230.8% | +190.6% | +40.2% | +44.5% |
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