+35.4%
WEC vs SOXQ
+286.7%
-251.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | 0.0% |
| 7D | -0.6% | +0.8% | -1.3% | -0.6% |
| 30D | -2.6% | -4.6% | +1.9% | -2.6% |
| 3M | -6.0% | -10.2% | +4.1% | -6.1% |
| 6M | -5.4% | +49.7% | -55.1% | -5.7% |
| YTD | +2.5% | +67.2% | -64.8% | +2.1% |
| 1Y | -0.7% | +98.0% | -98.7% | -1.3% |
| 3Y | +38.7% | +237.2% | -198.4% | +32.4% |
| 5Y | +31.7% | +261.3% | -229.6% | +19.7% |
| All | +35.4% | +286.7% | -251.2% | +22.9% |
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