-91.6%
SOXS vs MSFU
-2.2%
-89.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +13.5% | -4.7% | +10.7% |
| 7D | +46.7% | +8.2% | +38.5% | +48.7% |
| 30D | +97.0% | +10.2% | +86.8% | +100.5% |
| 3M | +39.5% | +22.9% | +16.7% | +43.6% |
| 6M | -54.9% | +63.2% | -118.1% | -52.7% |
| YTD | -90.4% | +11.7% | -102.1% | -90.5% |
| 1Y | -91.6% | -3.5% | -88.1% | -92.8% |
| All | -91.6% | -2.2% | -89.4% | -92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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