+23.4%
ELAN vs SOXQ
+98.3%
-75.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +0.9% |
| 7D | -5.4% | +0.8% | -6.2% | -5.6% |
| 30D | +4.7% | -4.6% | +9.3% | +5.9% |
| 3M | -3.7% | -10.2% | +6.5% | -1.8% |
| 6M | -1.2% | +49.7% | -50.9% | -17.3% |
| YTD | +2.4% | +67.2% | -64.9% | -16.1% |
| 1Y | +23.4% | +98.0% | -74.6% | -5.0% |
| All | +23.4% | +98.3% | -75.0% | -5.0% |
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 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