+737.4%
TTMI vs SOXQ
+286.7%
+450.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.8% | +1.6% | +1.9% |
| 7D | +0.7% | +0.8% | -0.1% | +0.1% |
| 30D | -8.4% | -4.6% | -3.9% | -4.3% |
| 3M | -32.5% | -10.2% | -22.3% | -25.0% |
| 6M | +32.5% | +49.7% | -17.2% | +2.7% |
| YTD | +83.2% | +67.2% | +16.0% | +32.9% |
| 1Y | +161.7% | +98.0% | +63.7% | +72.8% |
| 3Y | +890.1% | +237.2% | +653.0% | +359.9% |
| 5Y | +832.4% | +261.3% | +571.2% | +290.2% |
| All | +737.4% | +286.7% | +450.7% | +248.2% |
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