-91.6%
SOXS vs SMTC
+70.8%
-162.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -12.9% | +21.7% | -8.1% |
| 7D | +46.7% | -24.5% | +71.2% | +6.7% |
| 30D | +97.0% | -42.5% | +139.4% | +9.4% |
| 3M | +39.5% | -14.1% | +53.6% | +48.4% |
| 6M | -54.9% | +3.6% | -58.5% | -7.8% |
| YTD | -90.4% | +50.6% | -141.0% | -62.3% |
| 1Y | -91.6% | +72.2% | -163.9% | -57.2% |
| All | -91.6% | +70.8% | -162.5% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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