+192.0%
GWW vs SOXQ
+279.9%
-87.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.1% | 0.0% |
| 7D | -3.1% | +2.3% | -5.5% | -3.7% |
| 30D | -2.3% | -3.9% | +1.6% | -1.6% |
| 3M | -3.3% | -4.7% | +1.4% | -3.3% |
| 6M | +15.4% | +47.9% | -32.5% | +2.4% |
| YTD | +26.7% | +64.3% | -37.6% | +9.2% |
| 1Y | +29.0% | +95.7% | -66.7% | +5.7% |
| 3Y | +89.0% | +231.5% | -142.5% | +28.5% |
| 5Y | +221.8% | +255.0% | -33.2% | +106.1% |
| All | +192.0% | +279.9% | -87.9% | +86.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling