-91.6%
SOXS vs AVTR
+37.4%
-129.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.4% | +8.4% | +8.8% |
| 7D | +46.7% | -6.2% | +52.9% | +45.4% |
| 30D | +97.0% | -1.0% | +98.0% | +96.4% |
| 3M | +39.5% | +14.4% | +25.1% | +42.3% |
| 6M | -54.9% | +95.9% | -150.8% | -38.9% |
| YTD | -90.4% | +36.6% | -126.9% | -87.9% |
| 1Y | -91.6% | +35.1% | -126.8% | -89.2% |
| All | -91.6% | +37.4% | -129.0% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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