-99.8%
SOXS vs IWD
+30.5%
-130.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.7% | -9.5% | -14.7% |
| 7D | -7.0% | -0.3% | -6.7% | -9.3% |
| 30D | +2.8% | +0.6% | +2.2% | +4.4% |
| 3M | -9.8% | +7.2% | -17.1% | +61.6% |
| 6M | -99.2% | +16.2% | -115.4% | -94.2% |
| YTD | -99.5% | +23.3% | -122.8% | -94.9% |
| 1Y | -99.8% | +29.6% | -129.3% | -97.0% |
| All | -99.8% | +30.5% | -130.2% | -97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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