+621.7%
TSEM vs SOXQ
+258.1%
+363.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +0.4% |
| 7D | -4.9% | +0.8% | -5.6% | -5.4% |
| 30D | -18.7% | -4.6% | -14.2% | -15.6% |
| 3M | -18.1% | -10.2% | -8.0% | -9.7% |
| 6M | +77.1% | +49.7% | +27.4% | +42.4% |
| YTD | +80.1% | +67.2% | +12.9% | +36.5% |
| 1Y | +220.4% | +98.0% | +122.4% | +122.5% |
| 3Y | +650.1% | +237.2% | +412.9% | +300.2% |
| All | +621.7% | +258.1% | +363.6% | +282.1% |
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