+89.7%
GWW vs SOXQ
+232.9%
-143.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.4% |
| 7D | -3.4% | +0.8% | -4.1% | -3.5% |
| 30D | -1.9% | -4.6% | +2.7% | -1.2% |
| 3M | -2.4% | -10.2% | +7.8% | -1.2% |
| 6M | +15.7% | +49.7% | -33.9% | +4.6% |
| YTD | +27.6% | +67.2% | -39.6% | +12.5% |
| 1Y | +27.2% | +98.0% | -70.8% | +7.6% |
| 3Y | +89.7% | +237.2% | -147.5% | +32.1% |
| All | +89.7% | +232.9% | -143.2% | +32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling