-31.0%
TRMB vs SOXQ
+45.5%
-76.4%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -3.1% | -14.2% | -17.1% |
| 7D | -15.7% | -12.1% | -3.6% | -15.1% |
| 30D | -7.8% | -22.0% | +14.3% | -6.5% |
| 3M | -9.3% | -15.6% | +6.3% | -8.5% |
| 6M | -20.8% | -2.4% | -18.5% | -25.5% |
| YTD | -30.8% | +45.4% | -76.1% | -46.0% |
| 1Y | -31.0% | +47.7% | -78.7% | -46.8% |
| All | -31.0% | +45.5% | -76.4% | -46.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling