+7.0%
SHW vs SOXQ
+45.5%
-38.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.1% | +9.8% | +6.7% |
| 7D | +13.3% | -12.1% | +25.4% | +13.9% |
| 30D | +14.1% | -22.0% | +36.2% | +15.7% |
| 3M | +0.8% | -15.6% | +16.3% | +1.5% |
| 6M | +17.6% | -2.4% | +20.0% | +11.6% |
| YTD | +13.0% | +45.4% | -32.4% | -1.2% |
| 1Y | +7.0% | +47.7% | -40.7% | -6.7% |
| All | +7.0% | +45.5% | -38.5% | -6.7% |
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