-99.3%
WETO vs SOXQ
+136.6%
-235.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.8% | -7.2% | -6.0% |
| 7D | -4.3% | +0.8% | -5.1% | -4.7% |
| 30D | -39.9% | -4.6% | -35.3% | -38.7% |
| 3M | -97.9% | -10.2% | -87.7% | -97.8% |
| 6M | -95.0% | +49.7% | -144.7% | -95.4% |
| YTD | -97.2% | +67.2% | -164.4% | -97.4% |
| 1Y | -98.9% | +98.0% | -196.9% | -99.0% |
| All | -99.3% | +136.6% | -235.9% | -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 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