+55.9%
BWA vs SOXQ
+111.3%
-55.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.4% | -0.6% | +1.4% |
| 7D | +5.7% | +2.3% | +3.3% | +4.6% |
| 30D | +1.4% | -2.3% | +3.7% | +2.3% |
| 3M | -12.1% | -13.8% | +1.7% | -7.8% |
| 6M | +28.6% | +48.6% | -20.1% | +8.5% |
| YTD | +51.1% | +66.0% | -14.9% | +25.3% |
| 1Y | +55.9% | +107.9% | -52.0% | +26.2% |
| All | +55.9% | +111.3% | -55.5% | +26.2% |
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