+19,418.6%
SOXL vs WST
+1,777.7%
+17,640.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.8% | +10.7% | +10.8% |
| 7D | +5.3% | +0.7% | +4.6% | +4.4% |
| 30D | -11.2% | -3.1% | -8.1% | -8.0% |
| 3M | -55.4% | +7.2% | -62.6% | -59.3% |
| 6M | +107.1% | +36.8% | +70.3% | +41.1% |
| YTD | +179.0% | +23.8% | +155.2% | +111.0% |
| 1Y | +357.4% | +37.8% | +319.6% | +197.7% |
| 3Y | +397.5% | -15.9% | +413.4% | +295.1% |
| 5Y | +155.9% | -25.8% | +181.7% | +164.3% |
| 10Y | +4,301.6% | +319.6% | +3,982.0% | +227.3% |
| All | +19,418.6% | +1,777.7% | +17,640.8% | -2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling