+35.6%
EWZ vs SOXQ
+111.3%
-75.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.4% | -4.1% | -1.4% |
| 7D | +6.5% | +2.3% | +4.1% | +5.9% |
| 30D | +4.8% | -2.3% | +7.1% | +5.2% |
| 3M | +9.9% | -13.8% | +23.7% | +12.3% |
| 6M | +1.9% | +48.6% | -46.7% | -15.2% |
| YTD | +20.3% | +66.0% | -45.7% | -2.2% |
| 1Y | +35.6% | +107.9% | -72.3% | +11.3% |
| All | +35.6% | +111.3% | -75.7% | +11.3% |
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