+357.4%
SOXL vs WST
+37.6%
+319.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.8% | +10.7% | +10.4% |
| 7D | +5.3% | +0.7% | +4.6% | +4.7% |
| 30D | -11.2% | -3.1% | -8.1% | -9.2% |
| 3M | -55.4% | +7.2% | -62.6% | -57.6% |
| 6M | +107.1% | +36.8% | +70.3% | +64.9% |
| YTD | +179.0% | +23.8% | +155.2% | +130.7% |
| 1Y | +357.4% | +37.8% | +319.6% | +252.0% |
| All | +357.4% | +37.6% | +319.8% | +252.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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