+33.4%
WEC vs SOXQ
+258.1%
-224.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.8% |
| YTD | +2.5% | +67.2% | -64.8% | +2.0% |
| 1Y | -0.7% | +98.0% | -98.7% | -1.4% |
| 3Y | +38.7% | +237.2% | -198.4% | +31.8% |
| All | +33.4% | +258.1% | -224.7% | +18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling