-93.1%
SOXS vs HAS
+58.8%
-151.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | 0.0% |
| 7D | -43.7% | +1.6% | -45.3% | -43.2% |
| 30D | +22.2% | +26.6% | -4.4% | +33.2% |
| 3M | +13.0% | +29.0% | -16.0% | +23.4% |
| 6M | -47.7% | +30.6% | -78.3% | -40.6% |
| YTD | -92.5% | +51.5% | -144.0% | -88.8% |
| 1Y | -93.1% | +58.5% | -151.6% | -89.4% |
| All | -93.1% | +58.8% | -151.9% | -89.4% |
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