+55.9%
EVRG vs SOXQ
+279.9%
-224.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.2% |
| 7D | -0.7% | +2.3% | -3.0% | -0.8% |
| 30D | 0.0% | -3.9% | +3.9% | +0.1% |
| 3M | -1.0% | -4.7% | +3.8% | -1.1% |
| 6M | +1.0% | +47.9% | -46.9% | -1.3% |
| YTD | +15.1% | +64.3% | -49.2% | +11.8% |
| 1Y | +17.6% | +95.7% | -78.1% | +13.0% |
| 3Y | +70.5% | +231.5% | -161.0% | +53.4% |
| 5Y | +48.9% | +255.0% | -206.1% | +29.2% |
| All | +55.9% | +279.9% | -224.0% | +35.4% |
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 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