+15.8%
EVRG vs SOXQ
+45.5%
-29.6%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +0.7% |
| 7D | +2.3% | -12.1% | +14.4% | +1.7% |
| 30D | +9.0% | -22.0% | +31.0% | +7.9% |
| 3M | +3.7% | -15.6% | +19.3% | +3.0% |
| 6M | +6.8% | -2.4% | +9.2% | +5.9% |
| YTD | +21.9% | +45.4% | -23.4% | +19.5% |
| 1Y | +15.8% | +47.7% | -31.9% | +13.0% |
| All | +15.8% | +45.5% | -29.6% | +13.0% |
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 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