-1.3%
IWF vs SOXQ
+45.5%
-46.7%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +1.3% |
| 7D | -4.2% | -12.1% | +7.9% | -0.5% |
| 30D | -8.1% | -22.0% | +13.9% | -1.4% |
| 3M | -5.1% | -15.6% | +10.5% | -0.6% |
| 6M | -1.4% | -2.4% | +0.9% | -3.9% |
| YTD | -0.1% | +45.4% | -45.5% | -16.8% |
| 1Y | -1.3% | +47.7% | -48.9% | -18.6% |
| All | -1.3% | +45.5% | -46.7% | -18.6% |
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