+12.8%
TXT vs SOXQ
+251.3%
-238.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.8% | 0.0% |
| 7D | -0.2% | +2.3% | -2.5% | -1.0% |
| 30D | -10.2% | -3.9% | -6.3% | -9.2% |
| 3M | -13.3% | -4.7% | -8.5% | -13.4% |
| 6M | -14.4% | +47.9% | -62.2% | -28.6% |
| YTD | -9.1% | +64.3% | -73.4% | -27.8% |
| 1Y | -2.2% | +95.7% | -97.9% | -28.3% |
| 3Y | +5.1% | +231.5% | -226.4% | -43.2% |
| 5Y | +12.8% | +255.0% | -242.2% | -44.4% |
| All | +12.8% | +251.3% | -238.5% | -44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling