-87.2%
SOXS vs INVH
+0.2%
-87.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.2% | 0.0% | +39.3% | +39.3% |
| 7D | +94.9% | +3.5% | +91.4% | +87.3% |
| 30D | +174.1% | +4.4% | +169.7% | +163.8% |
| 3M | +82.4% | -8.6% | +91.0% | +101.2% |
| 6M | -27.7% | -1.7% | -26.0% | -21.4% |
| YTD | -86.6% | +2.6% | -89.2% | -85.6% |
| 1Y | -87.2% | +1.5% | -88.7% | -86.6% |
| All | -87.2% | +0.2% | -87.4% | -86.6% |
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