-99.8%
SOXS vs BRKR
+100.6%
-200.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -1.5% | -8.7% | -11.1% |
| 7D | -7.0% | +2.5% | -9.5% | -5.5% |
| 30D | +2.8% | +11.5% | -8.7% | +10.5% |
| 3M | -9.8% | -2.4% | -7.5% | -4.6% |
| 6M | -99.2% | +52.3% | -151.5% | -98.3% |
| YTD | -99.5% | +24.5% | -124.0% | -99.0% |
| 1Y | -99.8% | +97.3% | -197.1% | -99.5% |
| All | -99.8% | +100.6% | -200.4% | -99.5% |
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