+304.9%
SOXL vs WST
+37.8%
+267.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +2.2% | -10.2% | -9.5% |
| 7D | +8.5% | +0.4% | +8.0% | +7.9% |
| 30D | -13.0% | -2.0% | -10.9% | -12.0% |
| 3M | -35.9% | +4.1% | -40.0% | -38.1% |
| 6M | +112.1% | +47.4% | +64.6% | +62.1% |
| YTD | +175.4% | +25.4% | +150.0% | +125.5% |
| 1Y | +304.9% | +35.3% | +269.6% | +213.0% |
| All | +304.9% | +37.8% | +267.1% | +213.0% |
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