+916.1%
WDC vs SOXQ
+258.1%
+658.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -4.6% |
| 7D | -4.3% | +0.8% | -5.1% | -5.0% |
| 30D | -1.5% | -4.6% | +3.1% | +3.1% |
| 3M | -15.5% | -10.2% | -5.3% | -4.9% |
| 6M | +66.5% | +49.7% | +16.8% | +21.5% |
| YTD | +159.9% | +67.2% | +92.6% | +76.2% |
| 1Y | +366.0% | +98.0% | +267.9% | +177.9% |
| 3Y | +1,285.8% | +237.2% | +1,048.7% | +430.6% |
| All | +916.1% | +258.1% | +658.0% | +241.1% |
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