+187.8%
ET vs SOXQ
+286.7%
-98.8%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.2% |
| 7D | +0.2% | +0.8% | -0.5% | +0.1% |
| 30D | +2.9% | -4.6% | +7.4% | +3.7% |
| 3M | +16.8% | -10.2% | +27.0% | +18.1% |
| 6M | +18.9% | +49.7% | -30.8% | +5.5% |
| YTD | +37.7% | +67.2% | -29.5% | +18.4% |
| 1Y | +32.4% | +98.0% | -65.6% | +8.3% |
| 3Y | +99.5% | +237.2% | -137.7% | +37.4% |
| 5Y | +244.0% | +261.3% | -17.3% | +119.5% |
| All | +187.8% | +286.7% | -98.8% | +82.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling