-91.6%
SOXS vs SUI
+1.6%
-93.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +5.2% | +3.6% | -2.3% |
| 7D | +46.7% | +10.0% | +36.6% | +21.0% |
| 30D | +97.0% | +8.4% | +88.6% | +72.5% |
| 3M | +39.5% | +0.7% | +38.9% | +39.3% |
| 6M | -54.9% | -0.9% | -54.0% | -52.2% |
| YTD | -90.4% | +0.6% | -91.0% | -89.9% |
| 1Y | -91.6% | +0.8% | -92.4% | -91.2% |
| All | -91.6% | +1.6% | -93.3% | -91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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