+15.0%
EEM vs SOXQ
+45.5%
-30.5%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +2.3% |
| 7D | -3.0% | -12.1% | +9.1% | +2.8% |
| 30D | -10.3% | -22.0% | +11.7% | +0.4% |
| 3M | -6.6% | -15.6% | +8.9% | +0.4% |
| 6M | -3.4% | -2.4% | -1.0% | -4.1% |
| YTD | +13.2% | +45.4% | -32.2% | -5.2% |
| 1Y | +15.0% | +47.7% | -32.7% | -4.3% |
| All | +15.0% | +45.5% | -30.5% | -4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling