+132.8%
WFC vs SOXQ
+227.1%
-94.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.3% |
| 7D | +0.3% | +2.3% | -2.0% | -0.2% |
| 30D | +2.3% | -3.9% | +6.2% | +3.0% |
| 3M | +9.8% | -4.7% | +14.5% | +9.2% |
| 6M | +15.6% | +47.9% | -32.3% | +0.5% |
| YTD | -2.4% | +64.3% | -66.8% | -17.8% |
| 1Y | +13.8% | +95.7% | -81.9% | -9.4% |
| All | +132.8% | +227.1% | -94.3% | +50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling