+23.7%
WMB vs SOXQ
+45.5%
-21.7%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.1% | -3.2% | -6.1% |
| 7D | -8.6% | -12.1% | +3.5% | -7.9% |
| 30D | -4.2% | -22.0% | +17.9% | -3.0% |
| 3M | -4.4% | -15.6% | +11.2% | -3.7% |
| 6M | -8.7% | -2.4% | -6.3% | -8.8% |
| YTD | +15.4% | +45.4% | -30.0% | +12.0% |
| 1Y | +23.7% | +47.7% | -23.9% | +19.7% |
| All | +23.7% | +45.5% | -21.7% | +19.7% |
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