+17.3%
WOLF vs SOXQ
+86.3%
-69.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.8% | +1.2% | +0.3% |
| 7D | -8.6% | +0.8% | -9.3% | -9.4% |
| 30D | -18.3% | -4.6% | -13.7% | -11.5% |
| 3M | -43.1% | -10.2% | -32.9% | -31.0% |
| 6M | +42.4% | +49.7% | -7.3% | -9.7% |
| YTD | +48.9% | +67.2% | -18.4% | -16.4% |
| All | +17.3% | +86.3% | -69.0% | -40.4% |
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