+179.3%
WSM vs SOXQ
+258.1%
-78.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.2% |
| 7D | -0.5% | +0.8% | -1.3% | -0.9% |
| 30D | -7.7% | -4.6% | -3.1% | -5.7% |
| 3M | +3.8% | -10.2% | +13.9% | +6.8% |
| 6M | +22.7% | +49.7% | -27.0% | -8.8% |
| YTD | +28.0% | +67.2% | -39.2% | -11.4% |
| 1Y | +12.7% | +98.0% | -85.3% | -30.7% |
| 3Y | +231.3% | +237.2% | -5.9% | +37.5% |
| All | +179.3% | +258.1% | -78.8% | +6.6% |
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