-91.6%
SOXS vs AGI
-1.1%
-90.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +10.8% | -2.0% | +16.9% |
| 7D | +46.7% | -5.3% | +51.9% | +40.3% |
| 30D | +97.0% | -7.1% | +104.1% | +88.2% |
| 3M | +39.5% | +4.4% | +35.1% | +48.6% |
| 6M | -54.9% | -23.0% | -31.9% | -58.7% |
| YTD | -90.4% | -22.0% | -68.4% | -90.3% |
| 1Y | -91.6% | +0.3% | -91.9% | -86.4% |
| All | -91.6% | -1.1% | -90.5% | -86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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