-91.5%
SOXS vs PATH
-10.8%
-80.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -0.2% | -22.1% | -22.3% |
| 7D | -5.1% | -2.7% | -2.4% | -4.9% |
| 30D | +60.4% | -3.7% | +64.1% | +60.3% |
| 3M | +32.7% | -13.8% | +46.5% | +34.9% |
| 6M | -36.2% | +20.3% | -56.5% | -38.4% |
| YTD | -90.9% | -20.8% | -70.1% | -91.8% |
| All | -91.5% | -10.8% | -80.7% | -92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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