-99.8%
SOXS vs HRB
+1.1%
-100.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -4.0% | -6.2% | -6.7% |
| 7D | -7.0% | -5.7% | -1.3% | -1.9% |
| 30D | +2.8% | +7.9% | -5.1% | -7.1% |
| 3M | -9.8% | +32.1% | -42.0% | -28.6% |
| 6M | -99.2% | +62.2% | -161.4% | -99.4% |
| YTD | -99.5% | +16.4% | -115.9% | -99.5% |
| 1Y | -99.8% | -0.3% | -99.5% | -99.8% |
| All | -99.8% | +1.1% | -100.8% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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