-100.0%
SOXS vs TECH
+1.4%
-101.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -2.0% |
| 7D | -16.6% | -0.1% | -16.5% | -16.6% |
| 30D | -4.4% | +0.3% | -4.6% | -4.1% |
| 3M | -26.2% | +32.9% | -59.2% | -2.0% |
| 6M | -99.3% | +32.1% | -131.3% | -99.1% |
| YTD | -99.5% | +23.4% | -122.9% | -99.5% |
| 1Y | -99.8% | +34.1% | -133.8% | -99.7% |
| All | -100.0% | +1.4% | -101.4% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 3y: compounded portfolio wealth divided by compounded TECH 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…
3y analysis · Full analysis span regression · 6 months rolling