-99.2%
SOXS vs EQT
-12.3%
-86.9%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.6% | -3.9% | -3.5% |
| 7D | -4.7% | -2.0% | -2.8% | -2.1% |
| 30D | +7.7% | 0.0% | +7.7% | +8.1% |
| 3M | -10.2% | +5.9% | -16.1% | -16.2% |
| 6M | -99.2% | -14.8% | -84.4% | -98.4% |
| All | -99.2% | -12.3% | -86.9% | -98.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling