-2.7%
TXT vs SOXQ
+111.3%
-114.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.4% | -3.7% | -0.9% |
| 7D | -4.8% | +2.3% | -7.1% | -5.1% |
| 30D | -10.6% | -2.3% | -8.4% | -10.4% |
| 3M | -13.2% | -13.8% | +0.6% | -12.3% |
| 6M | -20.3% | +48.6% | -69.0% | -27.8% |
| YTD | -9.3% | +66.0% | -75.2% | -19.7% |
| 1Y | -2.7% | +107.9% | -110.6% | -21.7% |
| All | -2.7% | +111.3% | -114.0% | -21.7% |
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 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