+85.5%
BWA vs SOXQ
+258.1%
-172.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +0.7% |
| 7D | -1.3% | +0.8% | -2.1% | -1.7% |
| 30D | -2.9% | -4.6% | +1.6% | -1.0% |
| 3M | -10.7% | -10.2% | -0.6% | -7.7% |
| 6M | +26.5% | +49.7% | -23.2% | +4.2% |
| YTD | +49.1% | +67.2% | -18.1% | +17.0% |
| 1Y | +52.1% | +98.0% | -46.0% | +9.8% |
| 3Y | +72.6% | +237.2% | -164.6% | -8.9% |
| All | +85.5% | +258.1% | -172.6% | -9.3% |
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 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