-64.6%
TXG vs SOXQ
+286.7%
-351.2%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.8% | +1.6% | +1.9% |
| 7D | +9.5% | +0.8% | +8.7% | +8.9% |
| 30D | +18.8% | -4.6% | +23.3% | +23.2% |
| 3M | +136.1% | -10.2% | +146.3% | +152.4% |
| 6M | +235.2% | +49.7% | +185.6% | +123.3% |
| YTD | +320.5% | +67.2% | +253.3% | +151.0% |
| 1Y | +425.2% | +98.0% | +327.2% | +167.1% |
| 3Y | +42.9% | +237.2% | -194.3% | -60.2% |
| 5Y | -62.8% | +261.3% | -324.1% | -90.3% |
| All | -64.6% | +286.7% | -351.2% | -91.1% |
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