+157.7%
TT vs SOXQ
+283.8%
-126.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.5% | -0.4% |
| 7D | 0.0% | +2.3% | -2.3% | -0.9% |
| 30D | -7.2% | -2.3% | -4.9% | -6.5% |
| 3M | -3.0% | -13.8% | +10.8% | +1.3% |
| 6M | +1.4% | +48.6% | -47.3% | -15.4% |
| YTD | +15.9% | +66.0% | -50.1% | -7.6% |
| 1Y | +9.4% | +107.9% | -98.4% | -20.8% |
| 3Y | +124.4% | +224.1% | -99.8% | +30.5% |
| 5Y | +138.0% | +256.6% | -118.6% | +26.2% |
| All | +157.7% | +283.8% | -126.1% | +34.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling