+82.5%
WULF vs SOXQ
+286.7%
-204.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +1.9% | +1.7% |
| 7D | +1.4% | +0.8% | +0.6% | +0.7% |
| 30D | -2.6% | -4.6% | +2.0% | +3.3% |
| 3M | -34.0% | -10.2% | -23.8% | -26.5% |
| 6M | +10.0% | +49.7% | -39.7% | -31.7% |
| YTD | +45.7% | +67.2% | -21.6% | -19.4% |
| 1Y | +57.3% | +98.0% | -40.7% | -28.4% |
| 3Y | +878.9% | +237.2% | +641.8% | +168.3% |
| 5Y | -28.3% | +261.3% | -289.6% | -82.2% |
| All | +82.5% | +286.7% | -204.2% | -53.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling