-99.8%
SOXS vs SUI
-6.7%
-93.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | +1.1% |
| 7D | -16.6% | -4.3% | -12.3% | -8.0% |
| 30D | -4.4% | -2.1% | -2.2% | -0.6% |
| 3M | -26.2% | -6.1% | -20.1% | -10.5% |
| 6M | -99.3% | -12.8% | -86.5% | -98.7% |
| YTD | -99.5% | -4.6% | -94.9% | -99.2% |
| 1Y | -99.8% | -7.7% | -92.1% | -99.6% |
| All | -99.8% | -6.7% | -93.1% | -99.6% |
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