-48.3%
SWKS vs SOXQ
+290.2%
-338.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.2% | +1.3% |
| 7D | +6.8% | +5.2% | +1.6% | +2.9% |
| 30D | +11.3% | -0.5% | +11.8% | +11.3% |
| 3M | +4.1% | -5.6% | +9.7% | +6.1% |
| 6M | +39.7% | +53.0% | -13.4% | -3.7% |
| YTD | +23.2% | +68.8% | -45.6% | -22.7% |
| 1Y | +5.3% | +105.7% | -100.5% | -44.3% |
| 3Y | -15.1% | +240.5% | -255.6% | -72.2% |
| 5Y | -50.3% | +266.8% | -317.1% | -85.1% |
| All | -48.3% | +290.2% | -338.5% | -85.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling