+250.7%
TQQQ vs SOXX
+222.5%
+28.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | 0.0% |
| 7D | -1.9% | +1.4% | -3.3% | -3.8% |
| 30D | -4.9% | -3.6% | -1.3% | -0.4% |
| 3M | -6.4% | -10.2% | +3.8% | +6.6% |
| 6M | +44.4% | +54.2% | -9.8% | -26.0% |
| YTD | +35.2% | +75.2% | -40.0% | -43.2% |
| 1Y | +49.5% | +107.5% | -58.0% | -51.3% |
| 3Y | +250.7% | +226.8% | +23.9% | -41.6% |
| All | +250.7% | +222.5% | +28.2% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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