-22.1%
WULF vs SOXQ
+45.5%
-67.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -3.1% | -3.5% | -2.8% |
| 7D | -12.8% | -12.1% | -0.7% | +2.5% |
| 30D | -20.9% | -22.0% | +1.1% | +8.3% |
| 3M | -38.0% | -15.6% | -22.4% | -22.1% |
| 6M | -47.5% | -2.4% | -45.1% | -49.8% |
| YTD | +1.8% | +45.4% | -43.5% | -47.7% |
| 1Y | -22.1% | +47.7% | -69.7% | -60.6% |
| All | -22.1% | +45.5% | -67.5% | -60.6% |
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