-99.8%
SOXS vs MSFU
-19.1%
-80.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.1% | -6.7% | -5.4% |
| 7D | -4.7% | -1.8% | -3.0% | -4.9% |
| 30D | +7.7% | +0.5% | +7.3% | +7.8% |
| 3M | -10.2% | +51.9% | -62.0% | -5.8% |
| 6M | -99.2% | +35.0% | -134.2% | -99.2% |
| YTD | -99.5% | -9.0% | -90.5% | -99.6% |
| 1Y | -99.8% | -18.8% | -81.0% | -99.8% |
| All | -99.8% | -19.1% | -80.6% | -99.8% |
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