-99.8%
SOXS vs TNA
+70.0%
-169.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +0.7% | -10.9% | -8.9% |
| 7D | -7.0% | -0.1% | -6.9% | -6.9% |
| 30D | +2.8% | -4.9% | +7.7% | -4.1% |
| 3M | -9.8% | +0.4% | -10.2% | +18.0% |
| 6M | -99.2% | +32.5% | -131.7% | -95.3% |
| YTD | -99.5% | +53.7% | -153.2% | -96.2% |
| 1Y | -99.8% | +65.1% | -164.9% | -98.0% |
| All | -99.8% | +70.0% | -169.8% | -98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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