+24.1%
TW vs SOXQ
+286.7%
-262.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.3% |
| 7D | -4.5% | +0.8% | -5.2% | -4.6% |
| 30D | -2.3% | -4.6% | +2.3% | -1.7% |
| 3M | +2.6% | -10.2% | +12.8% | +3.5% |
| 6M | -17.5% | +49.7% | -67.2% | -26.2% |
| YTD | -5.3% | +67.2% | -72.6% | -17.6% |
| 1Y | -14.8% | +98.0% | -112.8% | -29.3% |
| 3Y | +18.8% | +237.2% | -218.3% | -19.5% |
| 5Y | +20.7% | +261.3% | -240.6% | -22.4% |
| All | +24.1% | +286.7% | -262.6% | -20.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling