+115.4%
FWONK vs SOXQ
+264.1%
-148.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.8% | +5.6% | +1.0% |
| 7D | -0.1% | -5.1% | +5.0% | +0.9% |
| 30D | -8.2% | -10.3% | +2.1% | -6.3% |
| 3M | +7.3% | -16.7% | +24.0% | +10.3% |
| 6M | +14.0% | +45.8% | -31.8% | +0.5% |
| YTD | -3.2% | +57.5% | -60.6% | -16.8% |
| 1Y | -4.1% | +86.2% | -90.3% | -21.9% |
| 3Y | +40.6% | +216.5% | -175.9% | -8.0% |
| 5Y | +99.4% | +236.6% | -137.2% | +21.8% |
| All | +115.4% | +264.1% | -148.7% | +28.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling