+27.3%
WAT vs SOXQ
+45.5%
-18.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +2.2% |
| 7D | -1.9% | -12.1% | +10.1% | +0.1% |
| 30D | +6.2% | -22.0% | +28.3% | +10.3% |
| 3M | +18.1% | -15.6% | +33.6% | +20.9% |
| 6M | +54.9% | -2.4% | +57.3% | +49.7% |
| YTD | +23.1% | +45.4% | -22.3% | +8.6% |
| 1Y | +27.3% | +47.7% | -20.4% | +12.5% |
| All | +27.3% | +45.5% | -18.2% | +12.5% |
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 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