+29.6%
IWD vs SOXQ
+111.3%
-81.8%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.4% | -4.0% | -1.1% |
| 7D | -0.3% | +2.3% | -2.6% | -0.6% |
| 30D | +0.6% | -2.3% | +2.8% | +0.8% |
| 3M | +7.2% | -13.8% | +21.0% | +8.8% |
| 6M | +16.2% | +48.6% | -32.4% | +5.0% |
| YTD | +23.3% | +66.0% | -42.7% | +9.2% |
| 1Y | +29.6% | +107.9% | -78.3% | +12.6% |
| All | +29.6% | +111.3% | -81.8% | +12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling