-100.0%
SOXS vs NOW
+2,873.9%
-2,973.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -3.0% | -7.2% | -13.1% |
| 7D | -7.0% | -2.4% | -4.6% | -9.2% |
| 30D | +2.8% | +20.5% | -17.7% | +22.7% |
| 3M | -9.8% | +18.3% | -28.2% | -2.5% |
| 6M | -99.2% | +24.1% | -123.2% | -99.5% |
| YTD | -99.5% | -7.8% | -91.7% | -99.8% |
| 1Y | -99.8% | -21.4% | -78.4% | -99.9% |
| 3Y | -100.0% | +19.5% | -119.5% | -100.0% |
| 5Y | -100.0% | +4.1% | -104.1% | -100.0% |
| 10Y | -100.0% | +826.4% | -926.4% | -100.0% |
| All | -100.0% | +2,873.9% | -2,973.9% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling