-100.0%
SOXS vs GEHC
-1.1%
-98.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -1.4% | +9.5% | +6.7% |
| 7D | -9.4% | -7.9% | -1.6% | -16.6% |
| 30D | +6.2% | -11.7% | +17.9% | -6.5% |
| 3M | -28.0% | +0.8% | -28.8% | -32.0% |
| 6M | -99.2% | -11.6% | -87.6% | -99.3% |
| YTD | -99.5% | -21.6% | -77.9% | -99.7% |
| 1Y | -99.7% | -15.3% | -84.4% | -99.8% |
| All | -100.0% | -1.1% | -98.8% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 3y: compounded portfolio wealth divided by compounded GEHC 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…
3y analysis · Full analysis span regression · 6 months rolling