-93.1%
SOXS vs IRE
-97.6%
+4.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -14.4% | +25.4% | +5.1% |
| 7D | -28.4% | -31.8% | +3.4% | -37.4% |
| 30D | +19.4% | -71.8% | +91.2% | -8.1% |
| 3M | +28.2% | -88.9% | +117.1% | -22.2% |
| 6M | -37.7% | -95.4% | +57.6% | -57.6% |
| YTD | -91.6% | -94.2% | +2.6% | -91.9% |
| 1Y | -93.1% | -97.1% | +4.0% | -93.6% |
| All | -93.1% | -97.6% | +4.5% | -93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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