-91.6%
SOXS vs SONY
-6.4%
-85.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.2% | +6.6% | +8.7% |
| 7D | +46.7% | +2.9% | +43.8% | +46.5% |
| 30D | +97.0% | +10.2% | +86.7% | +99.0% |
| 3M | +39.5% | +16.1% | +23.4% | +44.6% |
| 6M | -54.9% | +32.1% | -87.1% | -46.9% |
| YTD | -90.4% | +1.4% | -91.8% | -91.1% |
| 1Y | -91.6% | -7.0% | -84.6% | -93.0% |
| All | -91.6% | -6.4% | -85.3% | -93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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