+182.5%
WWD vs SOXQ
+286.7%
-104.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +0.7% |
| 7D | -2.6% | +0.8% | -3.3% | -2.9% |
| 30D | -6.9% | -4.6% | -2.4% | -5.4% |
| 3M | -13.0% | -10.2% | -2.9% | -10.8% |
| 6M | -12.5% | +49.7% | -62.1% | -27.7% |
| YTD | +11.8% | +67.2% | -55.4% | -11.9% |
| 1Y | +41.1% | +98.0% | -57.0% | +3.2% |
| 3Y | +163.1% | +237.2% | -74.1% | +50.8% |
| 5Y | +187.6% | +261.3% | -73.7% | +55.8% |
| All | +182.5% | +286.7% | -104.1% | +53.8% |
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