+28.3%
WOLF vs SOXQ
+84.9%
-56.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.4% | +2.3% | +0.5% |
| 7D | +9.7% | +2.3% | +7.3% | +6.0% |
| 30D | +12.5% | -2.3% | +14.8% | +18.5% |
| 3M | -57.7% | -13.8% | -44.0% | -45.1% |
| 6M | +37.7% | +48.6% | -10.9% | -11.5% |
| YTD | +62.8% | +66.0% | -3.2% | -7.6% |
| All | +28.3% | +84.9% | -56.6% | -34.2% |
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