-14.4%
WST vs SOXQ
+235.9%
-250.4%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -1.7% | +5.2% | -6.9% | -2.5% |
| 30D | -4.3% | -0.5% | -3.8% | -4.3% |
| 3M | +0.7% | -5.6% | +6.4% | +0.8% |
| 6M | +36.0% | +53.0% | -17.0% | +22.1% |
| YTD | +22.7% | +68.8% | -46.0% | +7.9% |
| 1Y | +34.1% | +105.7% | -71.6% | +12.9% |
| All | -14.4% | +235.9% | -250.4% | -44.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling