+559.0%
HWM vs SOXQ
+286.7%
+272.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.0% | 0.0% |
| 7D | -11.4% | +0.8% | -12.2% | -11.8% |
| 30D | -18.5% | -4.6% | -13.9% | -17.2% |
| 3M | -13.2% | -10.2% | -3.0% | -11.1% |
| 6M | -8.7% | +49.7% | -58.3% | -26.3% |
| YTD | +12.2% | +67.2% | -55.1% | -14.1% |
| 1Y | +24.9% | +98.0% | -73.1% | -11.8% |
| 3Y | +383.9% | +237.2% | +146.8% | +157.7% |
| 5Y | +646.1% | +261.3% | +384.9% | +273.6% |
| All | +559.0% | +286.7% | +272.4% | +230.2% |
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