+120.8%
WFC vs SOXQ
+251.9%
-131.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.5% |
| 7D | +0.3% | +2.3% | -2.0% | -0.4% |
| 30D | +2.3% | -3.9% | +6.2% | +3.2% |
| 3M | +9.8% | -4.7% | +14.5% | +9.2% |
| 6M | +15.6% | +47.9% | -32.3% | -2.0% |
| YTD | -2.4% | +64.3% | -66.8% | -20.5% |
| 1Y | +13.8% | +95.7% | -81.9% | -13.2% |
| 3Y | +134.6% | +231.5% | -96.9% | +39.9% |
| All | +120.8% | +251.9% | -131.1% | +25.2% |
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