-99.7%
SOXS vs IBB
+86.1%
-185.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.4% | +11.5% | +10.0% |
| 7D | -28.4% | -0.5% | -27.9% | -27.9% |
| 30D | +19.4% | +4.6% | +14.9% | +41.2% |
| 3M | +28.2% | +6.8% | +21.3% | +57.5% |
| 6M | -37.7% | +23.1% | -60.8% | +14.9% |
| YTD | -91.6% | +26.0% | -117.7% | -82.2% |
| 1Y | -93.1% | +30.4% | -123.4% | -83.7% |
| 3Y | -99.7% | +85.4% | -185.1% | -97.2% |
| All | -99.7% | +86.1% | -185.8% | -97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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