+253.9%
WAB vs SOXQ
+290.2%
-36.3%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | +0.2% | +5.2% | -5.0% | -1.7% |
| 30D | -4.6% | -0.5% | -4.0% | -4.5% |
| 3M | +5.6% | -5.6% | +11.3% | +6.4% |
| 6M | +13.8% | +53.0% | -39.2% | -6.7% |
| YTD | +31.9% | +68.8% | -36.9% | +3.5% |
| 1Y | +48.3% | +105.7% | -57.5% | +6.7% |
| 3Y | +167.1% | +240.5% | -73.3% | +48.5% |
| 5Y | +222.9% | +266.8% | -43.9% | +66.7% |
| All | +253.9% | +290.2% | -36.3% | +81.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling