-100.0%
SOXS vs TEAM
+514.4%
-614.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.6% | -5.5% |
| 7D | -4.7% | -5.2% | +0.5% | -8.3% |
| 30D | +7.7% | +15.8% | -8.0% | +18.5% |
| 3M | -10.2% | +101.5% | -111.6% | +38.2% |
| 6M | -99.2% | +138.2% | -237.4% | -98.7% |
| YTD | -99.5% | +10.8% | -110.4% | -99.6% |
| 1Y | -99.8% | +1.7% | -101.5% | -99.8% |
| 3Y | -100.0% | -16.0% | -83.9% | -100.0% |
| 5Y | -100.0% | -52.7% | -47.3% | -100.0% |
| All | -100.0% | +514.4% | -614.4% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 10y: compounded portfolio wealth divided by compounded TEAM 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…
10y analysis · Full analysis span regression · 6 months rolling