-99.9%
SOXS vs PWR
+411.6%
-511.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.7% | +11.8% | +9.8% |
| 7D | -28.4% | +11.3% | -39.7% | -7.6% |
| 30D | +19.4% | -8.9% | +28.3% | +21.2% |
| 3M | +28.2% | -10.5% | +38.7% | +33.4% |
| 6M | -37.7% | -22.2% | -15.5% | -33.3% |
| YTD | -91.6% | +42.7% | -134.4% | -68.1% |
| 1Y | -93.1% | +41.1% | -134.2% | -73.0% |
| 3Y | -99.7% | +242.7% | -342.5% | -86.8% |
| All | -99.9% | +411.6% | -511.5% | -86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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