-24.0%
WST vs SOXQ
+251.3%
-275.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.6% | +4.8% | +2.9% |
| 7D | +0.4% | +2.3% | -1.9% | -0.3% |
| 30D | -2.0% | -3.9% | +1.9% | -1.1% |
| 3M | +4.1% | -4.7% | +8.8% | +3.8% |
| 6M | +47.4% | +47.9% | -0.5% | +26.2% |
| YTD | +25.4% | +64.3% | -38.9% | +3.4% |
| 1Y | +35.3% | +95.7% | -60.4% | +4.6% |
| 3Y | -11.7% | +231.5% | -243.2% | -48.5% |
| 5Y | -24.0% | +255.0% | -279.0% | -59.5% |
| All | -24.0% | +251.3% | -275.3% | -59.5% |
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