-99.8%
SOXS vs HD
-19.2%
-80.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +0.9% | -11.1% | -9.9% |
| 7D | -7.0% | -2.1% | -4.9% | -7.5% |
| 30D | +2.8% | -8.4% | +11.2% | -0.2% |
| 3M | -9.8% | +4.3% | -14.2% | -6.1% |
| 6M | -99.2% | -11.1% | -88.1% | -99.2% |
| YTD | -99.5% | -4.7% | -94.8% | -99.5% |
| 1Y | -99.8% | -19.8% | -80.0% | -99.8% |
| All | -99.8% | -19.2% | -80.6% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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