+67.3%
WM vs SOXQ
+290.2%
-222.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | -1.2% | +5.2% | -6.4% | -1.2% |
| 30D | -4.5% | -0.5% | -4.0% | -4.5% |
| 3M | -2.2% | -5.6% | +3.4% | -2.3% |
| 6M | -11.5% | +53.0% | -64.5% | -14.1% |
| YTD | -0.7% | +68.8% | -69.4% | -4.4% |
| 1Y | +0.3% | +105.7% | -105.4% | -5.2% |
| 3Y | +44.2% | +240.5% | -196.3% | +26.7% |
| 5Y | +51.6% | +266.8% | -215.2% | +28.0% |
| All | +67.3% | +290.2% | -222.9% | +40.6% |
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 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