-100.0%
SOXS vs INFY
+123.3%
-223.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.5% | -7.0% | -3.8% |
| 7D | -4.7% | -5.4% | +0.6% | -11.1% |
| 30D | +7.7% | -9.9% | +17.6% | -6.1% |
| 3M | -10.2% | -4.6% | -5.6% | -27.3% |
| 6M | -99.2% | -18.5% | -80.7% | -100.1% |
| YTD | -99.5% | -36.5% | -63.0% | -100.0% |
| 1Y | -99.8% | -32.8% | -67.0% | -100.0% |
| 3Y | -100.0% | -32.2% | -67.8% | -100.0% |
| 5Y | -100.0% | -44.7% | -55.3% | -100.0% |
| 10Y | -100.0% | +82.3% | -182.3% | -100.0% |
| All | -100.0% | +123.3% | -223.3% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling