-21.4%
WING vs SOXQ
+290.2%
-311.6%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.7% | +0.9% |
| 7D | -2.3% | +5.2% | -7.5% | -4.4% |
| 30D | -5.6% | -0.5% | -5.1% | -5.9% |
| 3M | -22.9% | -5.6% | -17.3% | -23.0% |
| 6M | -50.4% | +53.0% | -103.5% | -62.0% |
| YTD | -53.3% | +68.8% | -122.1% | -66.4% |
| 1Y | -61.2% | +105.7% | -167.0% | -75.2% |
| 3Y | -30.1% | +240.5% | -270.5% | -68.9% |
| 5Y | -35.0% | +266.8% | -301.8% | -73.6% |
| All | -21.4% | +290.2% | -311.6% | -69.0% |
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 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