+113.9%
SOXX vs WST
+37.6%
+76.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.7% |
| 7D | +2.2% | +0.7% | +1.5% | +2.0% |
| 30D | -2.0% | -3.1% | +1.1% | -1.3% |
| 3M | -13.7% | +7.2% | -20.9% | -15.2% |
| 6M | +52.4% | +36.8% | +15.6% | +40.7% |
| YTD | +72.8% | +23.8% | +49.0% | +61.3% |
| 1Y | +113.9% | +37.8% | +76.1% | +94.7% |
| All | +113.9% | +37.6% | +76.3% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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