+10.0%
SHW vs SOXQ
+251.9%
-241.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -0.4% |
| 7D | -4.5% | +2.3% | -6.8% | -5.0% |
| 30D | -12.7% | -3.9% | -8.8% | -12.0% |
| 3M | +4.7% | -4.7% | +9.4% | +4.4% |
| 6M | -3.4% | +47.9% | -51.3% | -15.8% |
| YTD | -1.3% | +64.3% | -65.7% | -16.8% |
| 1Y | -10.4% | +95.7% | -106.1% | -28.7% |
| 3Y | +20.1% | +231.5% | -211.4% | -23.5% |
| All | +10.0% | +251.9% | -241.9% | -34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling