-99.7%
SOXS vs BIL
+13.8%
-113.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | 0.0% | +11.0% | +9.8% |
| 7D | -28.4% | +0.1% | -28.5% | -30.6% |
| 30D | +19.4% | +0.3% | +19.1% | +4.0% |
| 3M | +28.2% | +1.0% | +27.2% | -16.9% |
| 6M | -37.7% | +1.9% | -39.6% | -73.0% |
| YTD | -91.6% | +3.2% | -94.8% | -97.5% |
| 1Y | -93.1% | +3.7% | -96.8% | -98.3% |
| 3Y | -99.7% | +13.8% | -113.5% | -99.8% |
| All | -99.7% | +13.8% | -113.5% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 3y: compounded portfolio wealth divided by compounded BIL 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…
3y analysis · Full analysis span regression · 6 months rolling