-100.0%
SOXS vs GEN
+159.8%
-259.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.5% | -4.7% |
| 7D | -4.7% | -1.3% | -3.5% | -5.9% |
| 30D | +7.7% | +6.1% | +1.6% | +13.4% |
| 3M | -10.2% | +27.0% | -37.1% | +7.5% |
| 6M | -99.2% | +43.9% | -143.1% | -99.0% |
| YTD | -99.5% | +13.0% | -112.5% | -99.5% |
| 1Y | -99.8% | +4.0% | -103.8% | -99.8% |
| 3Y | -100.0% | +66.2% | -166.2% | -100.0% |
| 5Y | -100.0% | +23.2% | -123.2% | -100.0% |
| All | -100.0% | +159.8% | -259.8% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling