+417.4%
WDC vs SOXQ
+111.3%
+306.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.4% | +2.5% | +1.7% |
| 7D | +1.7% | +2.3% | -0.6% | -1.2% |
| 30D | -10.0% | -2.3% | -7.7% | -7.5% |
| 3M | -18.8% | -13.8% | -5.0% | -1.1% |
| 6M | +79.0% | +48.6% | +30.4% | +4.7% |
| YTD | +171.6% | +66.0% | +105.6% | +42.1% |
| 1Y | +417.4% | +107.9% | +309.5% | +113.2% |
| All | +417.4% | +111.3% | +306.1% | +113.2% |
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