-99.3%
WETO vs SOXQ
+29.4%
-128.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -12.1% | +8.7% | +1.3% |
| 7D | +4.5% | -21.6% | +26.1% | +14.7% |
| 30D | -17.7% | -31.7% | +14.0% | -3.8% |
| 3M | -83.1% | -24.8% | -58.3% | -81.0% |
| 6M | -98.3% | -17.7% | -80.7% | -98.2% |
| YTD | -99.0% | +27.7% | -126.8% | -99.1% |
| 1Y | -99.3% | +26.0% | -125.3% | -99.4% |
| All | -99.3% | +29.4% | -128.7% | -99.4% |
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 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