+5.6%
META vs SOXS
-92.6%
+98.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +11.1% | -8.2% | +3.6% |
| 7D | +5.2% | -28.4% | +33.6% | +3.3% |
| 30D | -13.0% | +19.4% | -32.4% | -11.0% |
| 3M | +7.9% | +28.2% | -20.2% | +11.5% |
| 6M | +4.2% | -37.7% | +42.0% | +4.9% |
| YTD | -2.5% | -91.6% | +89.1% | -19.9% |
| 1Y | +5.6% | -93.1% | +98.6% | -14.0% |
| All | +5.6% | -92.6% | +98.2% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXS.
Daily Out/Under-Performance
Portfolio return minus SOXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXS 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 SOXS 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