-22.3%
WY vs SOXQ
+286.7%
-309.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | -0.1% |
| 7D | -4.2% | +0.8% | -4.9% | -4.3% |
| 30D | -10.1% | -4.6% | -5.5% | -9.2% |
| 3M | -8.5% | -10.2% | +1.7% | -7.2% |
| 6M | -3.3% | +49.7% | -53.0% | -15.9% |
| YTD | -4.4% | +67.2% | -71.6% | -19.9% |
| 1Y | -11.5% | +98.0% | -109.5% | -30.1% |
| 3Y | -24.3% | +237.2% | -261.5% | -53.8% |
| 5Y | -21.3% | +261.3% | -282.6% | -55.3% |
| All | -22.3% | +286.7% | -309.0% | -56.1% |
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