-91.6%
SOXS vs TE
-16.5%
-75.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -3.5% | +12.3% | +6.6% |
| 7D | +46.7% | +3.8% | +42.9% | +52.5% |
| 30D | +97.0% | -26.2% | +123.2% | +74.0% |
| 3M | +39.5% | -49.7% | +89.3% | +3.7% |
| 6M | -54.9% | -46.5% | -8.5% | -57.5% |
| YTD | -90.4% | -59.1% | -31.3% | -90.9% |
| 1Y | -91.6% | -25.8% | -65.8% | -88.4% |
| All | -91.6% | -16.5% | -75.1% | -88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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