+91.5%
TT vs SOXQ
+189.0%
-97.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.0% | -0.1% |
| 7D | +4.0% | +8.2% | -4.1% | +1.0% |
| 30D | -11.3% | -13.2% | +1.8% | -6.9% |
| 3M | -12.3% | -18.5% | +6.2% | -6.0% |
| 6M | -10.8% | -15.4% | +4.6% | -7.2% |
| YTD | +8.2% | +43.6% | -35.4% | -8.7% |
| 1Y | +1.5% | +49.2% | -47.8% | -15.7% |
| 3Y | +91.5% | +190.2% | -98.7% | +24.5% |
| All | +91.5% | +189.0% | -97.5% | +24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling