+31.7%
WST vs SOXQ
+98.3%
-66.7%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.4% |
| 7D | +1.8% | +0.8% | +1.1% | +1.7% |
| 30D | -1.7% | -4.6% | +2.9% | -1.2% |
| 3M | +4.9% | -10.2% | +15.0% | +5.5% |
| 6M | +45.5% | +49.7% | -4.1% | +28.6% |
| YTD | +26.1% | +67.2% | -41.1% | +8.9% |
| 1Y | +31.7% | +98.0% | -66.3% | +9.7% |
| All | +31.7% | +98.3% | -66.7% | +9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling