-28.8%
WING vs SOXQ
+45.5%
-74.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.1% | +6.9% | +3.8% |
| 7D | +21.0% | -12.1% | +33.1% | +21.6% |
| 30D | +56.9% | -22.0% | +78.9% | +58.8% |
| 3M | +38.4% | -15.6% | +53.9% | +39.1% |
| 6M | +12.0% | -2.4% | +14.3% | +8.1% |
| YTD | -29.2% | +45.4% | -74.6% | -39.2% |
| 1Y | -28.8% | +47.7% | -76.5% | -39.6% |
| All | -28.8% | +45.5% | -74.3% | -39.6% |
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