-49.7%
TSLQ vs SOXQ
+111.3%
-161.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.4% | +8.6% | +15.4% |
| 7D | -5.8% | +2.3% | -8.1% | -3.7% |
| 30D | -22.1% | -2.3% | -19.8% | -23.8% |
| 3M | +10.1% | -13.8% | +23.8% | +3.5% |
| 6M | -6.8% | +48.6% | -55.4% | +69.8% |
| YTD | +8.5% | +66.0% | -57.5% | +133.0% |
| 1Y | -49.7% | +107.9% | -157.6% | +2.4% |
| All | -49.7% | +111.3% | -161.1% | +2.4% |
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