-99.8%
SOXS vs IAG
+119.5%
-219.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -2.2% | -8.0% | -12.1% |
| 7D | -7.0% | -0.5% | -6.5% | -7.3% |
| 30D | +2.8% | +28.9% | -26.1% | +31.2% |
| 3M | -9.8% | +19.1% | -29.0% | +21.7% |
| 6M | -99.2% | -10.3% | -88.9% | -98.4% |
| YTD | -99.5% | +24.2% | -123.7% | -98.8% |
| 1Y | -99.8% | +116.5% | -216.3% | -99.2% |
| All | -99.8% | +119.5% | -219.3% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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