0.0%
SW vs SOXQ
+228.4%
-228.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.0% | -6.8% | -1.7% |
| 7D | +1.8% | -2.9% | +4.7% | +2.2% |
| 30D | +7.0% | -20.1% | +27.2% | +13.1% |
| 3M | -7.6% | -18.6% | +11.0% | -3.2% |
| 6M | +8.5% | -14.6% | +23.2% | +10.5% |
| YTD | +17.7% | +42.1% | -24.4% | +1.8% |
| 1Y | +27.1% | +45.2% | -18.1% | +9.0% |
| 3Y | +48.2% | +195.3% | -147.1% | +1.4% |
| 5Y | -2.3% | +174.8% | -177.2% | -33.1% |
| All | 0.0% | +228.4% | -228.4% | -33.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling