-52.1%
WU vs SOXQ
+258.1%
-310.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.3% |
| 7D | -3.5% | +0.8% | -4.2% | -3.6% |
| 30D | -2.9% | -4.6% | +1.6% | -2.3% |
| 3M | -2.3% | -10.2% | +7.9% | -1.3% |
| 6M | -25.4% | +49.7% | -75.0% | -32.3% |
| YTD | -21.2% | +67.2% | -88.4% | -30.3% |
| 1Y | -8.9% | +98.0% | -106.9% | -22.7% |
| 3Y | -29.0% | +237.2% | -266.1% | -49.2% |
| All | -52.1% | +258.1% | -310.2% | -70.2% |
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