+40.1%
SW vs SOXQ
+189.0%
-148.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.5% | +2.6% | +0.1% |
| 7D | -2.9% | +8.2% | -11.1% | -5.2% |
| 30D | +5.0% | -13.2% | +18.2% | +8.6% |
| 3M | -13.7% | -18.5% | +4.9% | -9.3% |
| 6M | +8.0% | -15.4% | +23.5% | +10.1% |
| YTD | +14.0% | +43.6% | -29.6% | -4.9% |
| 1Y | +25.6% | +49.2% | -23.6% | +3.2% |
| 3Y | +40.1% | +190.2% | -150.1% | -6.3% |
| All | +40.1% | +189.0% | -148.8% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling