-99.8%
SOXS vs AEIS
+93.3%
-193.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +2.4% | -12.6% | -6.0% |
| 7D | -7.0% | +3.0% | -9.9% | -1.4% |
| 30D | +2.8% | -14.6% | +17.4% | -18.0% |
| 3M | -9.8% | -12.4% | +2.6% | +13.8% |
| 6M | -99.2% | -15.0% | -84.2% | -97.4% |
| YTD | -99.5% | +34.3% | -133.8% | -96.6% |
| 1Y | -99.8% | +87.4% | -187.1% | -97.4% |
| All | -99.8% | +93.3% | -193.1% | -97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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