+1.6%
WST vs SOXQ
+286.7%
-285.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.1% |
| 7D | +1.8% | +0.8% | +1.1% | +1.6% |
| 30D | -1.7% | -4.6% | +2.9% | -0.6% |
| 3M | +4.9% | -10.2% | +15.0% | +6.7% |
| 6M | +45.5% | +49.7% | -4.1% | +24.3% |
| YTD | +26.1% | +67.2% | -41.1% | +3.6% |
| 1Y | +31.7% | +98.0% | -66.3% | +1.6% |
| 3Y | -12.1% | +237.2% | -249.2% | -48.7% |
| 5Y | -23.6% | +261.3% | -284.9% | -58.8% |
| All | +1.6% | +286.7% | -285.0% | -46.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling