-99.8%
SOXS vs SMH
+99.4%
-199.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +2.6% | -12.8% | -0.8% |
| 7D | -7.0% | +2.5% | -9.5% | +2.7% |
| 30D | +2.8% | -0.5% | +3.3% | +6.3% |
| 3M | -9.8% | -9.6% | -0.2% | +9.8% |
| 6M | -99.2% | +42.1% | -141.3% | -79.8% |
| YTD | -99.5% | +57.4% | -156.9% | -80.4% |
| 1Y | -99.8% | +96.2% | -196.0% | -80.4% |
| All | -99.8% | +99.4% | -199.2% | -80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMH.
Daily Out/Under-Performance
Portfolio return minus SMH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMH 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 SMH 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