-37.7%
SOXS vs IBIT
-14.2%
-23.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -3.5% | +14.6% | +5.7% |
| 7D | -28.4% | -9.2% | -19.2% | -37.8% |
| 30D | +19.4% | -15.8% | +35.2% | -3.2% |
| 3M | +28.2% | +8.5% | +19.6% | +45.5% |
| 6M | -37.7% | -13.7% | -24.0% | -59.1% |
| All | -37.7% | -14.2% | -23.5% | -59.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling