-99.8%
SOXS vs NDAQ
-2.2%
-97.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.4% |
| 7D | -4.7% | -5.6% | +0.8% | -2.9% |
| 30D | +7.7% | -4.4% | +12.1% | +9.4% |
| 3M | -10.2% | +5.9% | -16.0% | -12.9% |
| 6M | -99.2% | +7.7% | -106.9% | -99.2% |
| YTD | -99.5% | -5.2% | -94.4% | -99.6% |
| 1Y | -99.8% | -3.4% | -96.4% | -99.8% |
| All | -99.8% | -2.2% | -97.6% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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