+179.9%
AEIS vs SOXQ
+286.7%
-106.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.8% | +3.2% | +3.3% |
| 7D | +2.3% | +0.8% | +1.5% | +1.7% |
| 30D | -14.8% | -4.6% | -10.2% | -10.6% |
| 3M | -15.6% | -10.2% | -5.4% | -5.3% |
| 6M | -8.7% | +49.7% | -58.4% | -35.5% |
| YTD | +37.3% | +67.2% | -29.9% | -11.5% |
| 1Y | +80.3% | +98.0% | -17.7% | +0.8% |
| 3Y | +177.9% | +237.2% | -59.2% | -2.4% |
| 5Y | +235.8% | +261.3% | -25.5% | +9.1% |
| All | +179.9% | +286.7% | -106.8% | -11.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling