+270.9%
WMB vs SOXQ
+251.3%
+19.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.6% | -0.5% | -2.7% |
| 7D | -1.7% | +2.3% | -4.0% | -2.0% |
| 30D | +0.7% | -3.9% | +4.6% | +1.3% |
| 3M | +1.5% | -4.7% | +6.2% | +1.5% |
| 6M | +0.1% | +47.9% | -47.8% | -8.4% |
| YTD | +22.9% | +64.3% | -41.4% | +10.0% |
| 1Y | +27.9% | +95.7% | -67.9% | +10.0% |
| 3Y | +139.1% | +231.5% | -92.4% | +80.4% |
| 5Y | +270.9% | +255.0% | +15.9% | +167.8% |
| All | +270.9% | +251.3% | +19.6% | +167.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling