-99.8%
SOXS vs INVH
-2.4%
-97.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.2% | -10.0% | -10.0% |
| 7D | -7.0% | -2.9% | -4.1% | -4.2% |
| 30D | +2.8% | -6.9% | +9.7% | +10.6% |
| 3M | -9.8% | -2.7% | -7.1% | -4.5% |
| 6M | -99.2% | +8.2% | -107.4% | -99.1% |
| YTD | -99.5% | +4.5% | -104.0% | -99.5% |
| 1Y | -99.8% | -2.3% | -97.5% | -99.8% |
| All | -99.8% | -2.4% | -97.4% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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