-1.4%
TXT vs SOXQ
+98.3%
-99.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.8% | +0.5% | +2.0% |
| 7D | +2.5% | +0.8% | +1.7% | +2.3% |
| 30D | -8.9% | -4.6% | -4.3% | -8.2% |
| 3M | -13.6% | -10.2% | -3.4% | -13.2% |
| 6M | -13.1% | +49.7% | -62.8% | -21.3% |
| YTD | -7.0% | +67.2% | -74.3% | -17.7% |
| 1Y | -1.4% | +98.0% | -99.4% | -19.2% |
| All | -1.4% | +98.3% | -99.7% | -19.2% |
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