-100.0%
SOXS vs IBIT
+61.9%
-161.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -2.4% | -7.8% | -12.1% |
| 7D | -7.0% | +3.0% | -10.0% | -4.8% |
| 30D | +2.8% | +23.1% | -20.3% | +21.7% |
| 3M | -9.8% | +25.6% | -35.4% | +13.9% |
| 6M | -99.2% | +9.1% | -108.3% | -99.0% |
| YTD | -99.5% | -8.9% | -90.6% | -99.5% |
| 1Y | -99.8% | -27.5% | -72.3% | -99.8% |
| All | -100.0% | +61.9% | -161.9% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling