-100.0%
SOXS vs TEAM
-52.7%
-47.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.0% | +7.1% | +8.6% |
| 7D | -9.4% | -7.8% | -1.7% | -13.6% |
| 30D | +6.2% | +16.5% | -10.4% | +15.4% |
| 3M | -28.0% | +96.2% | -124.2% | +0.8% |
| 6M | -99.2% | +130.2% | -229.4% | -98.8% |
| YTD | -99.5% | +10.7% | -110.2% | -99.6% |
| 1Y | -99.7% | +3.0% | -102.8% | -99.8% |
| 3Y | -100.0% | -13.1% | -86.9% | -100.0% |
| 5Y | -100.0% | -52.7% | -47.3% | -100.0% |
| All | -100.0% | -52.7% | -47.3% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling