-100.0%
SOXS vs INTU
+210.8%
-310.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -0.4% | +8.5% | +7.6% |
| 7D | -9.4% | -9.2% | -0.3% | -21.7% |
| 30D | +6.2% | -7.0% | +13.2% | -6.9% |
| 3M | -28.0% | +10.5% | -38.6% | -30.3% |
| 6M | -99.2% | -30.6% | -68.6% | -100.1% |
| YTD | -99.5% | -52.3% | -47.2% | -100.0% |
| 1Y | -99.7% | -51.8% | -47.9% | -100.0% |
| 3Y | -100.0% | -41.8% | -58.2% | -100.0% |
| 5Y | -100.0% | -42.8% | -57.2% | -100.0% |
| All | -100.0% | +210.8% | -310.8% | -100.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling