-91.6%
SOXS vs FISV
-4.0%
-87.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +6.2% | +2.5% | +3.9% |
| 7D | +46.7% | +29.6% | +17.0% | +18.1% |
| 30D | +97.0% | +34.5% | +62.5% | +55.9% |
| 3M | +39.5% | +11.2% | +28.3% | +26.2% |
| 6M | -54.9% | -1.2% | -53.7% | -62.4% |
| YTD | -90.4% | -7.6% | -82.8% | -91.9% |
| 1Y | -91.6% | -3.7% | -87.9% | -92.4% |
| All | -91.6% | -4.0% | -87.6% | -92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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