+30.2%
EFV vs SOXQ
+111.3%
-81.1%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.4% | -3.5% | -0.6% |
| 7D | +1.5% | +2.3% | -0.9% | +1.1% |
| 30D | +1.7% | -2.3% | +4.0% | +2.0% |
| 3M | +8.6% | -13.8% | +22.4% | +10.2% |
| 6M | +11.7% | +48.6% | -36.9% | +0.4% |
| YTD | +19.3% | +66.0% | -46.7% | +5.5% |
| 1Y | +30.2% | +107.9% | -77.7% | +12.3% |
| All | +30.2% | +111.3% | -81.1% | +12.3% |
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