-91.6%
SOXS vs PTEN
+79.8%
-171.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -9.4% | +18.1% | +7.5% |
| 7D | +46.7% | -15.5% | +62.1% | +43.7% |
| 30D | +97.0% | -7.8% | +104.8% | +94.8% |
| 3M | +39.5% | +6.4% | +33.2% | +38.8% |
| 6M | -54.9% | -11.9% | -43.1% | -54.1% |
| YTD | -90.4% | +79.4% | -169.8% | -86.7% |
| 1Y | -91.6% | +84.9% | -176.6% | -88.1% |
| All | -91.6% | +79.8% | -171.5% | -88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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