-93.1%
SOXS vs HAS
+58.1%
-151.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.8% | +11.8% | +10.7% |
| 7D | -28.4% | +1.4% | -29.8% | -27.8% |
| 30D | +19.4% | +26.3% | -6.9% | +29.9% |
| 3M | +28.2% | +25.6% | +2.6% | +37.9% |
| 6M | -37.7% | +30.3% | -68.0% | -29.2% |
| YTD | -91.6% | +50.4% | -142.0% | -87.7% |
| 1Y | -93.1% | +57.7% | -150.8% | -89.0% |
| All | -93.1% | +58.1% | -151.1% | -89.0% |
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