-99.5%
SOXS vs IBIT
+39.4%
-138.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -3.5% | +14.6% | +8.0% |
| 7D | -28.4% | -9.2% | -19.2% | -33.9% |
| 30D | +19.4% | -15.8% | +35.2% | +6.4% |
| 3M | +28.2% | +8.5% | +19.6% | +42.3% |
| 6M | -37.7% | -13.7% | -24.0% | -39.3% |
| YTD | -91.6% | -21.6% | -70.1% | -91.7% |
| 1Y | -93.1% | -30.0% | -63.1% | -93.6% |
| All | -99.5% | +39.4% | -138.9% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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