+162.1%
EQX vs SOXQ
+232.9%
-70.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.1% | +1.1% |
| 7D | -3.2% | +0.8% | -4.0% | -3.4% |
| 30D | +7.8% | -4.6% | +12.3% | +9.3% |
| 3M | +21.3% | -10.2% | +31.5% | +24.0% |
| 6M | -22.4% | +49.7% | -72.1% | -32.5% |
| YTD | -11.3% | +67.2% | -78.6% | -25.2% |
| 1Y | +13.5% | +98.0% | -84.5% | -8.7% |
| 3Y | +162.1% | +237.2% | -75.0% | +78.0% |
| All | +162.1% | +232.9% | -70.8% | +78.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling