+591.6%
TRGP vs SOXQ
+290.2%
+301.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.1% |
| 7D | -0.7% | +5.2% | -6.0% | -2.0% |
| 30D | +9.5% | -0.5% | +10.0% | +9.3% |
| 3M | +10.8% | -5.6% | +16.4% | +10.7% |
| 6M | +25.3% | +53.0% | -27.7% | +6.5% |
| YTD | +60.3% | +68.8% | -8.5% | +31.4% |
| 1Y | +84.6% | +105.7% | -21.2% | +40.3% |
| 3Y | +264.4% | +240.5% | +23.9% | +122.4% |
| 5Y | +636.6% | +266.8% | +369.8% | +317.0% |
| All | +591.6% | +290.2% | +301.4% | +289.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling