-91.6%
SOXS vs HAS
+66.3%
-158.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.1% | +5.7% | +9.7% |
| 7D | +46.7% | +2.4% | +44.2% | +47.7% |
| 30D | +97.0% | +31.6% | +65.4% | +118.3% |
| 3M | +39.5% | +33.9% | +5.7% | +56.0% |
| 6M | -54.9% | +31.4% | -86.4% | -48.2% |
| YTD | -90.4% | +51.6% | -142.0% | -85.1% |
| 1Y | -91.6% | +65.2% | -156.8% | -84.6% |
| All | -91.6% | +66.3% | -158.0% | -84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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