-99.8%
SOXS vs DELL
+328.0%
-427.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +1.5% | -11.7% | -9.0% |
| 7D | -7.0% | +14.9% | -21.9% | +4.3% |
| 30D | +2.8% | +13.3% | -10.5% | +16.1% |
| 3M | -9.8% | +24.4% | -34.2% | +27.9% |
| 6M | -99.2% | +258.0% | -357.2% | -95.9% |
| YTD | -99.5% | +320.2% | -419.7% | -97.1% |
| 1Y | -99.8% | +319.1% | -418.8% | -98.8% |
| All | -99.8% | +328.0% | -427.8% | -98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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