+55.9%
SOXL vs WST
+47.3%
+8.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.4% | -9.2% | -9.1% |
| 7D | -37.9% | +1.3% | -39.2% | -38.3% |
| 30D | -59.4% | +8.5% | -67.9% | -61.6% |
| 3M | -52.3% | +17.2% | -69.5% | -57.7% |
| 6M | -47.7% | +36.3% | -84.0% | -59.5% |
| YTD | +58.8% | +48.9% | +9.8% | +9.5% |
| 1Y | +55.9% | +42.9% | +13.0% | +12.5% |
| All | +55.9% | +47.3% | +8.6% | +12.5% |
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