-99.8%
SOXS vs WPM
+53.7%
-153.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -1.1% | -9.1% | -11.3% |
| 7D | -7.0% | +1.1% | -8.1% | -5.8% |
| 30D | +2.8% | +26.4% | -23.6% | +35.4% |
| 3M | -9.8% | +20.8% | -30.7% | +27.1% |
| 6M | -99.2% | +1.1% | -100.3% | -98.3% |
| YTD | -99.5% | +32.5% | -132.0% | -98.7% |
| 1Y | -99.8% | +51.5% | -151.3% | -99.4% |
| All | -99.8% | +53.7% | -153.5% | -99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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