+136.4%
ETR vs SOXQ
+290.2%
-153.8%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.6% | -1.3% |
| 7D | +0.4% | +5.2% | -4.8% | 0.0% |
| 30D | +2.0% | -0.5% | +2.6% | +2.1% |
| 3M | -1.7% | -5.6% | +3.9% | -1.7% |
| 6M | +3.6% | +53.0% | -49.4% | -0.7% |
| YTD | +18.0% | +68.8% | -50.7% | +12.2% |
| 1Y | +26.2% | +105.7% | -79.5% | +18.1% |
| 3Y | +148.0% | +240.5% | -92.5% | +116.3% |
| 5Y | +126.1% | +266.8% | -140.7% | +88.6% |
| All | +136.4% | +290.2% | -153.8% | +95.9% |
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