-99.7%
SOXS vs MTSI
+108.0%
-207.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -4.8% | +12.9% | -0.4% |
| 7D | -9.4% | +4.8% | -14.2% | -0.3% |
| 30D | +6.2% | -9.2% | +15.3% | -5.4% |
| 3M | -28.0% | -23.1% | -4.9% | -35.0% |
| 6M | -99.2% | +23.5% | -122.7% | -95.7% |
| YTD | -99.5% | +59.1% | -158.5% | -96.1% |
| 1Y | -99.7% | +106.9% | -206.6% | -96.8% |
| All | -99.7% | +108.0% | -207.8% | -96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 2025-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MTSI 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling