+4.6%
TXT vs SOXQ
+227.1%
-222.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.8% | -0.2% |
| 7D | -0.2% | +2.3% | -2.5% | -0.8% |
| 30D | -10.2% | -3.9% | -6.3% | -9.5% |
| 3M | -13.3% | -4.7% | -8.5% | -13.5% |
| 6M | -14.4% | +47.9% | -62.2% | -25.0% |
| YTD | -9.1% | +64.3% | -73.4% | -23.1% |
| 1Y | -2.2% | +95.7% | -97.9% | -21.9% |
| All | +4.6% | +227.1% | -222.5% | -30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling