-99.7%
SOXS vs WMB
+30.1%
-129.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -3.1% | +11.2% | +8.0% |
| 7D | -9.4% | -1.7% | -7.8% | -9.5% |
| 30D | +6.2% | +0.7% | +5.4% | +5.9% |
| 3M | -28.0% | +1.5% | -29.5% | -28.2% |
| 6M | -99.2% | +0.1% | -99.2% | -99.0% |
| YTD | -99.5% | +22.9% | -122.4% | -99.3% |
| 1Y | -99.7% | +27.9% | -127.6% | -99.7% |
| All | -99.7% | +30.1% | -129.8% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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