+28.1%
SW vs SOXQ
+45.5%
-17.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.1% | +7.2% | +4.7% |
| 7D | +12.1% | -12.1% | +24.1% | +14.8% |
| 30D | +6.6% | -22.0% | +28.6% | +12.1% |
| 3M | -6.0% | -15.6% | +9.6% | -3.2% |
| 6M | +21.5% | -2.4% | +23.8% | +17.0% |
| YTD | +20.3% | +45.4% | -25.0% | +2.1% |
| 1Y | +28.1% | +47.7% | -19.5% | +8.7% |
| All | +28.1% | +45.5% | -17.3% | +8.7% |
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