+257.3%
WAB vs SOXQ
+286.7%
-29.3%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.4% |
| 7D | +0.1% | +0.8% | -0.6% | -0.2% |
| 30D | -4.1% | -4.6% | +0.5% | -2.5% |
| 3M | +8.2% | -10.2% | +18.3% | +11.1% |
| 6M | +15.4% | +49.7% | -34.3% | -4.6% |
| YTD | +33.1% | +67.2% | -34.1% | +4.8% |
| 1Y | +48.1% | +98.0% | -49.9% | +8.2% |
| 3Y | +167.7% | +237.2% | -69.4% | +49.4% |
| 5Y | +225.7% | +261.3% | -35.6% | +68.9% |
| All | +257.3% | +286.7% | -29.3% | +84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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