+140.0%
WBD vs SOXQ
+111.3%
+28.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.4% | -3.8% | -0.7% |
| 7D | -1.8% | +2.3% | -4.2% | -2.0% |
| 30D | +8.8% | -2.3% | +11.0% | +8.9% |
| 3M | +4.6% | -13.8% | +18.4% | +6.0% |
| 6M | +1.1% | +48.6% | -47.5% | -6.1% |
| YTD | -2.0% | +66.0% | -68.0% | -10.9% |
| 1Y | +140.0% | +107.9% | +32.1% | +114.7% |
| All | +140.0% | +111.3% | +28.7% | +114.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling