+248.6%
EAT vs SOXQ
+286.7%
-38.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.8% |
| 7D | -7.7% | +0.8% | -8.5% | -8.1% |
| 30D | -13.6% | -4.6% | -9.0% | -12.0% |
| 3M | +33.9% | -10.2% | +44.0% | +36.9% |
| 6M | +47.2% | +49.7% | -2.5% | +13.4% |
| YTD | +48.1% | +67.2% | -19.2% | +7.0% |
| 1Y | +33.7% | +98.0% | -64.3% | -13.5% |
| 3Y | +595.8% | +237.2% | +358.6% | +198.4% |
| 5Y | +314.4% | +261.3% | +53.1% | +59.6% |
| All | +248.6% | +286.7% | -38.0% | +32.1% |
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