+148.2%
TT vs SOXQ
+269.0%
-120.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.6% |
| 7D | +1.4% | +5.2% | -3.8% | -0.6% |
| 30D | -6.7% | -0.5% | -6.1% | -6.6% |
| 3M | -5.4% | -5.6% | +0.2% | -4.4% |
| 6M | +4.4% | +53.0% | -48.6% | -14.0% |
| YTD | +14.9% | +68.8% | -53.8% | -9.2% |
| 1Y | +9.3% | +105.7% | -96.5% | -20.8% |
| 3Y | +121.7% | +240.5% | -118.7% | +25.8% |
| 5Y | +148.2% | +266.8% | -118.6% | +26.3% |
| All | +148.2% | +269.0% | -120.8% | +26.3% |
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