-16.8%
WING vs SOXQ
+286.7%
-303.4%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.8% | +4.2% | +5.2% |
| 7D | +7.2% | +0.8% | +6.5% | +6.9% |
| 30D | +4.8% | -4.6% | +9.4% | +6.4% |
| 3M | -23.7% | -10.2% | -13.5% | -21.9% |
| 6M | -43.6% | +49.7% | -93.2% | -56.3% |
| YTD | -50.6% | +67.2% | -117.8% | -64.2% |
| 1Y | -57.0% | +98.0% | -155.0% | -72.0% |
| 3Y | -28.3% | +237.2% | -265.4% | -68.0% |
| 5Y | -32.4% | +261.3% | -293.7% | -72.3% |
| All | -16.8% | +286.7% | -303.4% | -67.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling