-99.8%
SOXS vs WELL
+42.4%
-142.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -2.1% | -8.1% | -9.1% |
| 7D | -7.0% | -0.8% | -6.2% | -6.4% |
| 30D | +2.8% | -0.1% | +2.9% | +3.0% |
| 3M | -9.8% | +18.0% | -27.9% | -9.4% |
| 6M | -99.2% | +15.0% | -114.2% | -99.1% |
| YTD | -99.5% | +28.6% | -128.1% | -99.4% |
| 1Y | -99.8% | +42.9% | -142.7% | -99.7% |
| All | -99.8% | +42.4% | -142.2% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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