+49.5%
SWK vs SOXQ
+175.4%
-125.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.3% | -1.8% |
| 7D | +11.0% | -12.2% | +23.3% | +15.9% |
| 30D | +30.1% | -28.2% | +58.2% | +46.1% |
| 3M | +14.7% | -22.1% | +36.7% | +24.1% |
| 6M | +44.5% | -18.1% | +62.6% | +49.3% |
| YTD | +59.4% | +32.7% | +26.6% | +30.6% |
| 1Y | +77.5% | +34.1% | +43.4% | +44.3% |
| 3Y | +49.5% | +176.7% | -127.2% | -24.2% |
| All | +49.5% | +175.4% | -125.9% | -24.2% |
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 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