-33.8%
TRU vs SOXQ
+258.1%
-291.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.3% |
| 7D | -2.7% | +0.8% | -3.5% | -3.1% |
| 30D | -2.0% | -4.6% | +2.5% | -0.5% |
| 3M | +18.4% | -10.2% | +28.6% | +19.8% |
| 6M | +8.9% | +49.7% | -40.8% | -18.0% |
| YTD | -8.9% | +67.2% | -76.2% | -36.1% |
| 1Y | -15.9% | +98.0% | -113.9% | -47.4% |
| 3Y | -1.1% | +237.2% | -238.2% | -57.5% |
| All | -33.8% | +258.1% | -291.9% | -74.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling