-29.3%
ETHA vs SOXQ
+117.4%
-146.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | +1.7% |
| 7D | -2.4% | +2.3% | -4.7% | -4.1% |
| 30D | +30.9% | -3.9% | +34.8% | +33.7% |
| 3M | +51.1% | -4.7% | +55.9% | +48.7% |
| 6M | +20.5% | +47.9% | -27.4% | -20.8% |
| YTD | -17.3% | +64.3% | -81.6% | -50.3% |
| 1Y | -43.2% | +95.7% | -139.0% | -70.3% |
| All | -29.3% | +117.4% | -146.6% | -65.8% |
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