+34.7%
SWK vs SOXQ
+111.3%
-76.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.4% | -2.5% | -0.2% |
| 7D | -0.4% | +2.3% | -2.8% | -1.2% |
| 30D | -5.7% | -2.3% | -3.5% | -5.2% |
| 3M | +24.1% | -13.8% | +37.8% | +28.6% |
| 6M | +24.7% | +48.6% | -23.9% | +2.1% |
| YTD | +33.9% | +66.0% | -32.0% | +3.8% |
| 1Y | +34.7% | +107.9% | -73.2% | -8.6% |
| All | +34.7% | +111.3% | -76.6% | -8.6% |
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