+245.3%
WPM vs SOXQ
+290.2%
-44.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.0% |
| 7D | +3.9% | +5.2% | -1.4% | +2.5% |
| 30D | +17.7% | -0.5% | +18.2% | +17.7% |
| 3M | +39.4% | -5.6% | +45.1% | +40.3% |
| 6M | +6.4% | +53.0% | -46.6% | -4.5% |
| YTD | +34.0% | +68.8% | -34.8% | +17.9% |
| 1Y | +50.5% | +105.7% | -55.2% | +27.0% |
| 3Y | +280.3% | +240.5% | +39.8% | +179.1% |
| 5Y | +266.3% | +266.8% | -0.4% | +140.8% |
| All | +245.3% | +290.2% | -44.9% | +123.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling