-19.2%
TRI vs SOXQ
+232.9%
-252.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.8% |
| 7D | -7.9% | +0.8% | -8.6% | -7.8% |
| 30D | -4.5% | -4.6% | +0.1% | -4.6% |
| 3M | +22.1% | -10.2% | +32.3% | +21.9% |
| 6M | -2.8% | +49.7% | -52.4% | -8.0% |
| YTD | -23.4% | +67.2% | -90.7% | -28.6% |
| 1Y | -41.5% | +98.0% | -139.5% | -47.0% |
| 3Y | -19.2% | +237.2% | -256.4% | -36.2% |
| All | -19.2% | +232.9% | -252.1% | -36.2% |
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 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