-99.7%
SOXS vs HTZ
-81.9%
-17.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.1% | +7.0% | -0.4% |
| 7D | -43.7% | -14.0% | -29.7% | -45.2% |
| 30D | +22.2% | -19.8% | +42.0% | +19.3% |
| 3M | +13.0% | -45.0% | +58.0% | +4.0% |
| 6M | -47.7% | -73.2% | +25.5% | -55.2% |
| YTD | -92.5% | -70.0% | -22.4% | -93.2% |
| 1Y | -93.1% | -75.7% | -17.4% | -93.9% |
| All | -99.7% | -81.9% | -17.9% | -99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling