-99.8%
SOXS vs EQT
+7.8%
-107.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.6% | -3.9% | -5.2% |
| 7D | -4.7% | -2.0% | -2.8% | -4.3% |
| 30D | +7.7% | 0.0% | +7.7% | +7.9% |
| 3M | -10.2% | +5.9% | -16.1% | -10.8% |
| 6M | -99.2% | -14.8% | -84.4% | -99.2% |
| YTD | -99.5% | +1.8% | -101.3% | -99.5% |
| 1Y | -99.8% | +7.4% | -107.1% | -99.7% |
| All | -99.8% | +7.8% | -107.6% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 2025-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded EQT 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling