+6.9%
EQX vs SOXQ
+47.3%
-40.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -3.1% | +15.9% | +14.1% |
| 7D | +7.6% | -12.1% | +19.7% | +13.4% |
| 30D | +0.4% | -22.0% | +22.5% | +11.2% |
| 3M | +18.0% | -15.6% | +33.6% | +26.2% |
| 6M | -18.4% | -2.4% | -16.0% | -21.8% |
| YTD | -19.3% | +45.4% | -64.7% | -36.5% |
| All | +6.9% | +47.3% | -40.4% | -15.5% |
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