-91.6%
SOXS vs FND
-10.3%
-81.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +10.9% | -2.2% | +14.1% |
| 7D | +46.7% | +12.3% | +34.3% | +55.0% |
| 30D | +97.0% | +14.7% | +82.2% | +109.2% |
| 3M | +39.5% | -12.0% | +51.6% | +25.9% |
| 6M | -54.9% | +10.8% | -65.7% | -49.0% |
| YTD | -90.4% | -12.3% | -78.1% | -89.7% |
| 1Y | -91.6% | -13.4% | -78.2% | -91.0% |
| All | -91.6% | -10.3% | -81.4% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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