+4.2%
RDW vs SOXQ
+286.7%
-282.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.1% | -3.9% |
| 7D | +0.9% | +0.8% | +0.1% | 0.0% |
| 30D | -21.3% | -4.6% | -16.7% | -18.1% |
| 3M | -37.9% | -10.2% | -27.7% | -32.1% |
| 6M | +12.3% | +49.7% | -37.4% | -20.7% |
| YTD | +39.7% | +67.2% | -27.5% | -8.7% |
| 1Y | +25.7% | +98.0% | -72.3% | -28.3% |
| 3Y | +230.8% | +237.2% | -6.3% | +19.4% |
| 5Y | -8.8% | +261.3% | -270.1% | -66.4% |
| All | +4.2% | +286.7% | -282.4% | -61.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling