-100.0%
SOXS vs NOW
0.0%
-100.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -4.0% |
| 7D | -16.6% | -4.1% | -12.5% | -20.1% |
| 30D | -4.4% | +2.9% | -7.2% | -2.7% |
| 3M | -26.2% | +22.6% | -48.8% | -19.9% |
| 6M | -99.3% | +7.5% | -106.8% | -99.7% |
| YTD | -99.5% | -14.4% | -85.1% | -99.9% |
| 1Y | -99.8% | -29.8% | -70.0% | -99.9% |
| 3Y | -100.0% | +9.2% | -109.2% | -100.0% |
| 5Y | -100.0% | +0.8% | -100.8% | -100.0% |
| All | -100.0% | 0.0% | -100.0% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling