-91.6%
SOXS vs HTZ
-60.6%
-31.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +9.2% | -0.4% | +11.4% |
| 7D | +46.7% | +18.9% | +27.7% | +54.4% |
| 30D | +97.0% | +26.3% | +70.7% | +113.6% |
| 3M | +39.5% | +49.7% | -10.1% | +66.5% |
| 6M | -54.9% | -61.1% | +6.2% | -65.2% |
| YTD | -90.4% | -56.0% | -34.4% | -91.3% |
| 1Y | -91.6% | -66.4% | -25.2% | -93.3% |
| All | -91.6% | -60.6% | -31.0% | -93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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