+27.4%
WMT vs SOXQ
+45.5%
-18.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.1% | +6.6% | +3.1% |
| 7D | +8.8% | -12.1% | +20.8% | +7.2% |
| 30D | +22.9% | -22.0% | +45.0% | +19.9% |
| 3M | +16.1% | -15.6% | +31.7% | +14.2% |
| 6M | -0.5% | -2.4% | +1.9% | -1.6% |
| YTD | +16.7% | +45.4% | -28.7% | +17.3% |
| 1Y | +27.4% | +47.7% | -20.3% | +28.9% |
| All | +27.4% | +45.5% | -18.1% | +28.9% |
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 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