-11.3%
TYL vs SOXQ
+237.4%
-248.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.3% | -5.8% | -4.4% |
| 7D | -7.6% | +5.3% | -12.9% | -7.6% |
| 30D | +11.3% | -3.7% | +15.0% | +11.3% |
| 3M | +14.5% | -7.8% | +22.3% | +14.2% |
| 6M | -7.1% | +58.4% | -65.5% | -14.3% |
| YTD | -23.4% | +68.1% | -91.5% | -30.1% |
| 1Y | -38.6% | +105.4% | -143.9% | -46.4% |
| 3Y | -11.3% | +239.2% | -250.5% | -41.6% |
| All | -11.3% | +237.4% | -248.7% | -41.6% |
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