-89.6%
SOXS vs BRKR
+53.7%
-143.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | +5.6% | -18.2% | -8.6% |
| 7D | +36.2% | +7.4% | +28.8% | +45.4% |
| 30D | +131.5% | +2.7% | +128.8% | +146.8% |
| 3M | +60.5% | +19.7% | +40.8% | +90.1% |
| 6M | -25.9% | +45.2% | -71.1% | +13.2% |
| YTD | -88.3% | +30.6% | -118.9% | -81.2% |
| 1Y | -89.6% | +56.6% | -146.2% | -82.7% |
| All | -89.6% | +53.7% | -143.3% | -82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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