+1,285.8%
WDC vs SOXQ
+232.9%
+1,052.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -4.7% |
| 7D | -4.3% | +0.8% | -5.1% | -5.0% |
| 30D | -1.5% | -4.6% | +3.1% | +3.4% |
| 3M | -15.5% | -10.2% | -5.3% | -4.4% |
| 6M | +66.5% | +49.7% | +16.8% | +19.0% |
| YTD | +159.9% | +67.2% | +92.6% | +72.4% |
| 1Y | +366.0% | +98.0% | +267.9% | +172.1% |
| 3Y | +1,285.8% | +237.2% | +1,048.7% | +464.7% |
| All | +1,285.8% | +232.9% | +1,052.9% | +464.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling