-99.8%
SOXS vs WPM
+46.6%
-146.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.1% | -7.6% | -3.3% |
| 7D | -4.7% | -0.6% | -4.2% | -4.9% |
| 30D | +7.7% | +14.4% | -6.7% | +25.8% |
| 3M | -10.2% | +37.0% | -47.1% | +39.8% |
| 6M | -99.2% | +4.1% | -103.3% | -98.3% |
| YTD | -99.5% | +31.7% | -131.2% | -98.8% |
| 1Y | -99.8% | +44.2% | -143.9% | -99.4% |
| All | -99.8% | +46.6% | -146.4% | -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