+32.3%
EEM vs SOXQ
+98.3%
-66.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.5% | +0.4% |
| 7D | -1.3% | +0.8% | -2.0% | -1.6% |
| 30D | +2.1% | -4.6% | +6.6% | +4.2% |
| 3M | +1.0% | -10.2% | +11.2% | +5.2% |
| 6M | +15.9% | +49.7% | -33.8% | -5.2% |
| YTD | +24.6% | +67.2% | -42.6% | -2.0% |
| 1Y | +32.3% | +98.0% | -65.7% | -0.6% |
| All | +32.3% | +98.3% | -66.1% | -0.6% |
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