+39.1%
EQIX vs SOXQ
+279.9%
-240.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -1.1% |
| 7D | -1.6% | +2.3% | -4.0% | -2.3% |
| 30D | -0.4% | -3.9% | +3.5% | +0.7% |
| 3M | -0.9% | -4.7% | +3.8% | -1.0% |
| 6M | +8.1% | +47.9% | -39.8% | -6.6% |
| YTD | +35.7% | +64.3% | -28.7% | +13.0% |
| 1Y | +34.0% | +95.7% | -61.7% | +4.7% |
| 3Y | +41.4% | +231.5% | -190.1% | -13.2% |
| 5Y | +34.0% | +255.0% | -221.0% | -23.4% |
| All | +39.1% | +279.9% | -240.8% | -20.3% |
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 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