+7.3%
EMB vs SOXQ
+286.7%
-279.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.3% |
| 7D | -1.2% | +0.8% | -2.0% | -1.3% |
| 30D | -1.3% | -4.6% | +3.3% | -0.8% |
| 3M | -1.8% | -10.2% | +8.4% | -1.0% |
| 6M | +0.2% | +49.7% | -49.5% | -5.5% |
| YTD | +0.4% | +67.2% | -66.9% | -6.8% |
| 1Y | +2.8% | +98.0% | -95.2% | -6.8% |
| 3Y | +29.1% | +237.2% | -208.0% | +5.7% |
| 5Y | +6.3% | +261.3% | -255.0% | -16.4% |
| All | +7.3% | +286.7% | -279.4% | -16.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling