+405.4%
TXG vs SOXQ
+45.5%
+359.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.1% | +6.5% | +5.2% |
| 7D | -19.3% | -12.1% | -7.2% | -12.7% |
| 30D | -30.9% | -22.0% | -8.9% | -20.7% |
| 3M | +41.1% | -15.6% | +56.7% | +55.4% |
| 6M | +211.9% | -2.4% | +214.2% | +212.6% |
| YTD | +314.0% | +45.4% | +268.6% | +223.9% |
| 1Y | +405.4% | +47.7% | +357.7% | +295.2% |
| All | +405.4% | +45.5% | +359.9% | +295.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling