+51.9%
SWK vs SOXQ
+189.0%
-137.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.7% | +1.5% |
| 7D | -1.4% | +8.2% | -9.5% | -4.3% |
| 30D | +25.5% | -13.2% | +38.6% | +30.8% |
| 3M | +11.8% | -18.5% | +30.3% | +19.1% |
| 6M | +48.7% | -15.4% | +64.1% | +52.5% |
| YTD | +57.2% | +43.6% | +13.6% | +24.9% |
| 1Y | +75.3% | +49.2% | +26.0% | +36.4% |
| 3Y | +51.9% | +190.2% | -138.3% | -23.1% |
| All | +51.9% | +189.0% | -137.0% | -23.1% |
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