+153.0%
TT vs SOXQ
+279.9%
-126.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.7% | 0.0% |
| 7D | -1.0% | +2.3% | -3.3% | -1.9% |
| 30D | -8.9% | -3.9% | -5.0% | -7.7% |
| 3M | -1.8% | -4.7% | +2.9% | -1.2% |
| 6M | +1.9% | +47.9% | -46.0% | -14.8% |
| YTD | +13.8% | +64.3% | -50.5% | -9.0% |
| 1Y | +6.1% | +95.7% | -89.6% | -21.3% |
| 3Y | +119.6% | +231.5% | -111.9% | +26.5% |
| 5Y | +145.9% | +255.0% | -109.1% | +30.7% |
| All | +153.0% | +279.9% | -126.9% | +32.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling