+36.5%
WEC vs SOXQ
+290.2%
-253.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | +0.4% | +5.2% | -4.8% | +0.4% |
| 30D | +0.9% | -0.5% | +1.4% | +0.9% |
| 3M | -5.3% | -5.6% | +0.3% | -5.4% |
| 6M | -6.6% | +53.0% | -59.6% | -6.8% |
| YTD | +3.3% | +68.8% | -65.5% | +2.9% |
| 1Y | +2.1% | +105.7% | -103.7% | +1.4% |
| 3Y | +39.6% | +240.5% | -200.9% | +33.2% |
| 5Y | +31.2% | +266.8% | -235.6% | +19.3% |
| All | +36.5% | +290.2% | -253.7% | +23.9% |
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 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