-99.6%
SOXS vs SOLS
+17.0%
-116.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.5% | -5.6% |
| 7D | -4.7% | -3.5% | -1.3% | -8.6% |
| 30D | +7.7% | -1.0% | +8.7% | +5.9% |
| 3M | -10.2% | -24.1% | +13.9% | -27.8% |
| 6M | -99.2% | -18.0% | -81.2% | -98.7% |
| YTD | -99.5% | +27.1% | -126.6% | -99.0% |
| All | -99.6% | +17.0% | -116.6% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 3y: compounded portfolio wealth divided by compounded SOLS 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…
3y analysis · Full analysis span regression · 6 months rolling