-4.4%
WAT vs SOXQ
+251.3%
-255.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.9% | +0.1% |
| 7D | -2.9% | +2.3% | -5.2% | -3.7% |
| 30D | -3.2% | -3.9% | +0.7% | -2.1% |
| 3M | +10.6% | -4.7% | +15.3% | +10.4% |
| 6M | +34.0% | +47.9% | -13.8% | +13.1% |
| YTD | +5.7% | +64.3% | -58.6% | -14.6% |
| 1Y | +37.1% | +95.7% | -58.6% | +2.7% |
| 3Y | +52.4% | +231.5% | -179.1% | -12.0% |
| 5Y | -4.4% | +255.0% | -259.4% | -49.1% |
| All | -4.4% | +251.3% | -255.7% | -49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling