+225.5%
GWW vs SOXQ
+258.1%
-32.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.3% |
| 7D | -3.4% | +0.8% | -4.1% | -3.5% |
| 30D | -1.9% | -4.6% | +2.7% | -1.0% |
| 3M | -2.4% | -10.2% | +7.8% | -0.9% |
| 6M | +15.7% | +49.7% | -33.9% | +2.3% |
| YTD | +27.6% | +67.2% | -39.6% | +9.4% |
| 1Y | +27.2% | +98.0% | -70.8% | +3.8% |
| 3Y | +89.7% | +237.2% | -147.5% | +27.9% |
| All | +225.5% | +258.1% | -32.6% | +106.3% |
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