+24.7%
ETR vs SOXQ
+111.3%
-86.6%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.4% | -3.8% | -0.7% |
| 7D | +1.4% | +2.3% | -0.9% | +1.3% |
| 30D | +1.0% | -2.3% | +3.2% | +1.1% |
| 3M | -1.3% | -13.8% | +12.5% | -0.8% |
| 6M | +1.9% | +48.6% | -46.7% | -4.4% |
| YTD | +18.2% | +66.0% | -47.8% | +8.5% |
| 1Y | +24.7% | +107.9% | -83.2% | +15.3% |
| All | +24.7% | +111.3% | -86.6% | +15.3% |
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