-99.8%
SOXS vs BNS
+50.5%
-150.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -1.2% | -9.0% | -13.1% |
| 7D | -7.0% | +1.5% | -8.5% | -3.7% |
| 30D | +2.8% | +6.0% | -3.2% | +18.8% |
| 3M | -9.8% | +16.3% | -26.2% | +45.7% |
| 6M | -99.2% | +27.3% | -126.5% | -97.4% |
| YTD | -99.5% | +28.5% | -128.0% | -98.4% |
| 1Y | -99.8% | +49.0% | -148.8% | -99.1% |
| All | -99.8% | +50.5% | -150.3% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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