+74.2%
IWD vs SOXQ
+251.3%
-177.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | +0.3% |
| 7D | -2.3% | +2.3% | -4.7% | -2.9% |
| 30D | -1.8% | -3.9% | +2.1% | -1.0% |
| 3M | +8.0% | -4.7% | +12.8% | +7.9% |
| 6M | +17.0% | +47.9% | -30.9% | +2.9% |
| YTD | +21.3% | +64.3% | -43.0% | +3.3% |
| 1Y | +27.9% | +95.7% | -67.8% | +3.3% |
| 3Y | +70.1% | +231.5% | -161.5% | +11.8% |
| 5Y | +74.2% | +255.0% | -180.8% | +5.3% |
| All | +74.2% | +251.3% | -177.1% | +5.3% |
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