+25.7%
SW vs SOXQ
+48.4%
-22.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.4% | -1.8% |
| 7D | -3.0% | +16.4% | -19.4% | -5.8% |
| 30D | +4.2% | -13.9% | +18.0% | +7.1% |
| 3M | -11.5% | -15.1% | +3.6% | -8.9% |
| 6M | +8.6% | -10.2% | +18.8% | +7.3% |
| YTD | +15.0% | +48.7% | -33.7% | -5.2% |
| 1Y | +25.7% | +48.9% | -23.3% | +3.7% |
| All | +25.7% | +48.4% | -22.7% | +3.7% |
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