-91.6%
SOXS vs INTU
-46.5%
-45.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.5% | +5.3% | +5.6% |
| 7D | +46.7% | +8.7% | +38.0% | +37.5% |
| 30D | +97.0% | +25.9% | +71.1% | +65.9% |
| 3M | +39.5% | +10.7% | +28.8% | +30.8% |
| 6M | -54.9% | -11.6% | -43.4% | -54.3% |
| YTD | -90.4% | -45.4% | -45.0% | -90.5% |
| 1Y | -91.6% | -45.2% | -46.4% | -91.7% |
| All | -91.6% | -46.5% | -45.1% | -91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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