+43.8%
NWSA vs SOXQ
+232.9%
-189.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | 0.0% |
| 7D | -2.8% | +0.8% | -3.6% | -2.9% |
| 30D | +3.0% | -4.6% | +7.6% | +3.5% |
| 3M | +12.3% | -10.2% | +22.5% | +12.9% |
| 6M | +21.9% | +49.7% | -27.8% | +8.1% |
| YTD | +13.6% | +67.2% | -53.7% | -2.5% |
| 1Y | +0.5% | +98.0% | -97.5% | -18.2% |
| 3Y | +43.8% | +237.2% | -193.4% | -10.2% |
| All | +43.8% | +232.9% | -189.2% | -10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling