+10.2%
TRI vs SOXQ
+286.7%
-276.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.6% |
| 7D | -7.9% | +0.8% | -8.6% | -7.9% |
| 30D | -4.5% | -4.6% | +0.1% | -4.2% |
| 3M | +22.1% | -10.2% | +32.3% | +22.4% |
| 6M | -2.8% | +49.7% | -52.4% | -11.7% |
| YTD | -23.4% | +67.2% | -90.7% | -32.1% |
| 1Y | -41.5% | +98.0% | -139.5% | -50.2% |
| 3Y | -19.2% | +237.2% | -256.4% | -41.8% |
| 5Y | -9.4% | +261.3% | -270.7% | -37.3% |
| All | +10.2% | +286.7% | -276.4% | -24.0% |
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