+1,537.1%
SOXX vs WU
-39.1%
+1,576.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.6% |
| 7D | +1.4% | -3.5% | +4.9% | +2.7% |
| 30D | -3.6% | -2.9% | -0.6% | -2.7% |
| 3M | -10.2% | -2.3% | -7.9% | -11.6% |
| 6M | +54.2% | -25.4% | +79.6% | +69.1% |
| YTD | +75.2% | -21.2% | +96.4% | +86.7% |
| 1Y | +107.5% | -8.9% | +116.4% | +105.1% |
| 3Y | +226.8% | -29.0% | +255.7% | +251.8% |
| 5Y | +251.2% | -50.7% | +302.0% | +341.7% |
| All | +1,537.1% | -39.1% | +1,576.2% | +1,641.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling