+149.4%
EWT vs SOXQ
+258.1%
-108.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | +0.1% | +1.0% |
| 7D | -1.1% | +0.8% | -1.9% | -1.5% |
| 30D | +4.5% | -4.6% | +9.0% | +6.7% |
| 3M | +8.3% | -10.2% | +18.4% | +13.3% |
| 6M | +54.2% | +49.7% | +4.6% | +27.3% |
| YTD | +74.6% | +67.2% | +7.3% | +36.8% |
| 1Y | +84.9% | +98.0% | -13.1% | +33.9% |
| 3Y | +197.5% | +237.2% | -39.6% | +66.2% |
| All | +149.4% | +258.1% | -108.7% | +26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling