+28.3%
RDW vs SOXQ
+111.3%
-83.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.4% | -1.8% | -2.3% |
| 7D | -3.1% | +2.3% | -5.5% | -5.7% |
| 30D | -1.8% | -2.3% | +0.5% | +0.8% |
| 3M | -50.9% | -13.8% | -37.1% | -42.7% |
| 6M | +13.5% | +48.6% | -35.1% | -33.2% |
| YTD | +38.6% | +66.0% | -27.4% | -27.9% |
| 1Y | +28.3% | +107.9% | -79.6% | -46.4% |
| All | +28.3% | +111.3% | -83.1% | -46.4% |
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