+95.4%
EQH vs SOXQ
+286.7%
-191.2%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +0.7% |
| 7D | +0.7% | +0.8% | 0.0% | +0.4% |
| 30D | +2.8% | -4.6% | +7.4% | +4.5% |
| 3M | +23.1% | -10.2% | +33.2% | +25.7% |
| 6M | +41.4% | +49.7% | -8.3% | +12.6% |
| YTD | +14.3% | +67.2% | -53.0% | -13.9% |
| 1Y | +1.6% | +98.0% | -96.4% | -30.3% |
| 3Y | +102.7% | +237.2% | -134.4% | 0.0% |
| 5Y | +104.5% | +261.3% | -156.7% | -7.0% |
| All | +95.4% | +286.7% | -191.2% | -11.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling