+211.5%
AEM vs SOXQ
+279.9%
-68.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.6% | -0.3% | -2.3% |
| 7D | -5.0% | +2.3% | -7.4% | -5.5% |
| 30D | +8.5% | -3.9% | +12.4% | +9.3% |
| 3M | +29.3% | -4.7% | +34.0% | +29.7% |
| 6M | -12.9% | +47.9% | -60.8% | -20.2% |
| YTD | +16.8% | +64.3% | -47.6% | +5.1% |
| 1Y | +29.8% | +95.7% | -65.9% | +13.4% |
| 3Y | +336.7% | +231.5% | +105.2% | +239.8% |
| 5Y | +299.9% | +255.0% | +45.0% | +178.2% |
| All | +211.5% | +279.9% | -68.5% | +112.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling