-8.9%
WBD vs SOXQ
+286.7%
-295.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.3% | -1.3% |
| 7D | -0.7% | +0.8% | -1.5% | -1.1% |
| 30D | +1.4% | -4.6% | +6.0% | +3.1% |
| 3M | +4.4% | -10.2% | +14.6% | +6.9% |
| 6M | +0.8% | +49.7% | -48.8% | -21.7% |
| YTD | -2.7% | +67.2% | -70.0% | -29.4% |
| 1Y | +73.4% | +98.0% | -24.6% | +13.4% |
| 3Y | +142.1% | +237.2% | -95.0% | +8.3% |
| 5Y | +7.2% | +261.3% | -254.1% | -58.1% |
| All | -8.9% | +286.7% | -295.6% | -64.9% |
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