+9.2%
WEC vs SOXQ
+45.5%
-36.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.1% | +5.5% | +2.1% |
| 7D | +6.9% | -12.1% | +19.0% | +5.9% |
| 30D | +16.6% | -22.0% | +38.6% | +14.8% |
| 3M | +9.1% | -15.6% | +24.6% | +7.9% |
| 6M | +3.2% | -2.4% | +5.6% | +2.8% |
| YTD | +14.9% | +45.4% | -30.5% | +16.2% |
| 1Y | +9.2% | +47.7% | -38.5% | +10.5% |
| All | +9.2% | +45.5% | -36.3% | +10.5% |
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