-91.6%
SOXS vs PANW
+61.3%
-153.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.6% | +9.4% | +8.5% |
| 7D | +46.7% | -11.8% | +58.4% | +39.2% |
| 30D | +97.0% | -14.4% | +111.4% | +87.4% |
| 3M | +39.5% | -5.0% | +44.5% | +36.0% |
| 6M | -54.9% | +88.6% | -143.5% | -39.9% |
| YTD | -90.4% | +88.9% | -179.3% | -88.4% |
| 1Y | -91.6% | +62.2% | -153.9% | -92.0% |
| All | -91.6% | +61.3% | -153.0% | -92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW 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 PANW 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