-91.6%
SOXS vs GEN
+20.2%
-111.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.0% | +4.8% | +7.2% |
| 7D | +46.7% | +26.9% | +19.8% | +35.8% |
| 30D | +97.0% | +38.6% | +58.3% | +78.5% |
| 3M | +39.5% | +9.7% | +29.8% | +35.6% |
| 6M | -54.9% | +58.9% | -113.8% | -52.2% |
| YTD | -90.4% | +15.3% | -105.7% | -89.1% |
| 1Y | -91.6% | +21.8% | -113.4% | -90.5% |
| All | -91.6% | +20.2% | -111.8% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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