+156.4%
EQT vs SOXQ
+279.9%
-123.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +1.3% |
| 7D | -1.2% | +2.3% | -3.5% | -1.8% |
| 30D | +1.1% | -3.9% | +5.0% | +2.0% |
| 3M | +4.8% | -4.7% | +9.5% | +4.3% |
| 6M | -10.6% | +47.9% | -58.5% | -24.0% |
| YTD | +3.4% | +64.3% | -60.9% | -15.7% |
| 1Y | +8.7% | +95.7% | -87.0% | -17.2% |
| 3Y | +35.0% | +231.5% | -196.6% | -19.3% |
| 5Y | +204.2% | +255.0% | -50.7% | +66.2% |
| All | +156.4% | +279.9% | -123.5% | +37.9% |
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