+226.8%
SOXX vs WEC
+39.2%
+187.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +1.4% | -0.6% | +2.0% | +1.2% |
| 30D | -3.6% | -2.6% | -1.0% | -4.3% |
| 3M | -10.2% | -6.0% | -4.1% | -11.7% |
| 6M | +54.2% | -5.4% | +59.7% | +52.0% |
| YTD | +75.2% | +2.5% | +72.7% | +76.1% |
| 1Y | +107.5% | -0.7% | +108.2% | +107.1% |
| 3Y | +226.8% | +38.7% | +188.0% | +254.3% |
| All | +226.8% | +39.2% | +187.6% | +254.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 3y: compounded portfolio wealth divided by compounded WEC 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…
3y analysis · Full analysis span regression · 6 months rolling