-100.0%
SOXS vs INFY
-31.8%
-68.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.5% | -7.0% | -5.1% |
| 7D | -4.7% | -5.4% | +0.6% | -6.3% |
| 30D | +7.7% | -9.9% | +17.6% | +4.1% |
| 3M | -10.2% | -4.6% | -5.6% | -17.1% |
| 6M | -99.2% | -18.5% | -80.7% | -99.9% |
| YTD | -99.5% | -36.5% | -63.0% | -99.9% |
| 1Y | -99.8% | -32.8% | -67.0% | -100.0% |
| 3Y | -100.0% | -32.2% | -67.8% | -100.0% |
| All | -100.0% | -31.8% | -68.2% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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