+84.3%
WM vs SOXQ
+227.1%
-142.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | +1.2% | -5.7% | +6.9% | +1.1% |
| 30D | +13.7% | -20.5% | +34.1% | +13.7% |
| 3M | +5.2% | -16.6% | +21.8% | +5.2% |
| 6M | +11.2% | -15.0% | +26.1% | +10.6% |
| YTD | +9.4% | +41.5% | -32.1% | +5.3% |
| 1Y | +20.4% | +40.2% | -19.8% | +15.9% |
| 3Y | +44.7% | +183.0% | -138.3% | +27.3% |
| 5Y | +58.5% | +181.3% | -122.8% | +36.2% |
| All | +84.3% | +227.1% | -142.8% | +54.9% |
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