-99.6%
SOXS vs SOLS
+17.1%
-116.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -2.7% | +10.8% | +4.8% |
| 7D | -9.4% | +0.3% | -9.7% | -8.4% |
| 30D | +6.2% | +0.9% | +5.3% | +7.1% |
| 3M | -28.0% | -20.7% | -7.4% | -38.0% |
| 6M | -99.2% | -17.7% | -81.5% | -98.7% |
| YTD | -99.5% | +27.1% | -126.6% | -98.9% |
| All | -99.6% | +17.1% | -116.7% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling