-91.6%
SOXS vs IGV
-8.7%
-83.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.9% | +7.9% | +9.4% |
| 7D | +46.7% | -7.5% | +54.1% | +40.5% |
| 30D | +97.0% | -5.6% | +102.6% | +92.4% |
| 3M | +39.5% | +1.5% | +38.0% | +41.6% |
| 6M | -54.9% | +17.1% | -72.1% | -49.9% |
| YTD | -90.4% | -2.0% | -88.4% | -93.0% |
| 1Y | -91.6% | -7.5% | -84.1% | -95.0% |
| All | -91.6% | -8.7% | -83.0% | -95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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