+5.3%
SWKS vs SOXQ
+105.6%
-100.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.2% | +1.4% |
| 7D | +6.8% | +5.2% | +1.6% | +4.1% |
| 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% | +14.7% |
| YTD | +23.2% | +68.8% | -45.6% | -6.3% |
| 1Y | +5.3% | +105.7% | -100.5% | -30.0% |
| All | +5.3% | +105.6% | -100.3% | -30.0% |
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 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