+265.4%
WPM vs SOXQ
+258.1%
+7.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +1.6% |
| 7D | -0.6% | +0.8% | -1.3% | -0.7% |
| 30D | +14.4% | -4.6% | +19.0% | +15.7% |
| 3M | +37.0% | -10.2% | +47.1% | +39.7% |
| 6M | +4.1% | +49.7% | -45.5% | -6.0% |
| YTD | +31.7% | +67.2% | -35.5% | +16.4% |
| 1Y | +44.2% | +98.0% | -53.8% | +22.9% |
| 3Y | +265.5% | +237.2% | +28.3% | +170.1% |
| All | +265.4% | +258.1% | +7.2% | +137.1% |
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