-100.0%
SOXS vs NOW
+795.7%
-895.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | 0.0% | +8.0% | +8.1% |
| 7D | -9.4% | -9.9% | +0.5% | -20.2% |
| 30D | +6.2% | +2.8% | +3.3% | +7.9% |
| 3M | -28.0% | +23.7% | -51.7% | -19.5% |
| 6M | -99.2% | +12.5% | -111.7% | -99.6% |
| YTD | -99.5% | -14.4% | -85.1% | -99.9% |
| 1Y | -99.7% | -29.0% | -70.8% | -99.9% |
| 3Y | -100.0% | +9.3% | -109.3% | -100.0% |
| 5Y | -100.0% | +1.2% | -101.2% | -100.0% |
| All | -100.0% | +795.7% | -895.7% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 10y: compounded portfolio wealth divided by compounded NOW 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…
10y analysis · Full analysis span regression · 6 months rolling