+265.0%
EAT vs SOXQ
+288.7%
-23.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.7% | -3.9% |
| 7D | -4.9% | +5.3% | -10.2% | -7.1% |
| 30D | -1.2% | -3.7% | +2.5% | +0.3% |
| 3M | +52.2% | -7.8% | +60.1% | +53.8% |
| 6M | +65.0% | +58.4% | +6.7% | +23.5% |
| YTD | +55.0% | +68.1% | -13.1% | +11.8% |
| 1Y | +42.1% | +105.4% | -63.3% | -9.8% |
| 3Y | +614.7% | +239.2% | +375.5% | +205.8% |
| 5Y | +322.7% | +266.9% | +55.8% | +62.1% |
| All | +265.0% | +288.7% | -23.7% | +38.0% |
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 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