-26.6%
OWL vs SOXQ
+45.5%
-72.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.1% | +6.2% | +3.7% |
| 7D | +10.1% | -12.1% | +22.2% | +12.8% |
| 30D | +18.7% | -22.0% | +40.8% | +24.9% |
| 3M | -6.2% | -15.6% | +9.4% | -3.3% |
| 6M | +9.8% | -2.4% | +12.1% | +3.0% |
| YTD | -24.2% | +45.4% | -69.5% | -38.9% |
| 1Y | -26.6% | +47.7% | -74.3% | -41.1% |
| All | -26.6% | +45.5% | -72.0% | -41.1% |
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