+425.2%
TXG vs SOXQ
+98.3%
+326.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.8% | +1.6% | +2.4% |
| 7D | +9.5% | +0.8% | +8.7% | +9.1% |
| 30D | +18.8% | -4.6% | +23.3% | +21.7% |
| 3M | +136.1% | -10.2% | +146.3% | +146.7% |
| 6M | +235.2% | +49.7% | +185.6% | +152.1% |
| YTD | +320.5% | +67.2% | +253.3% | +187.6% |
| 1Y | +425.2% | +98.0% | +327.2% | +180.5% |
| All | +425.2% | +98.3% | +326.8% | +180.5% |
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