-99.7%
SOXS vs TPR
+9.7%
-109.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.9% | +6.2% | +9.7% |
| 7D | -9.4% | -5.1% | -4.3% | -13.8% |
| 30D | +6.2% | -27.6% | +33.7% | -24.2% |
| 3M | -28.0% | -17.5% | -10.6% | -38.9% |
| 6M | -99.2% | -21.3% | -77.9% | -99.0% |
| YTD | -99.5% | -8.5% | -91.0% | -99.3% |
| 1Y | -99.7% | +11.5% | -111.2% | -99.5% |
| All | -99.7% | +9.7% | -109.4% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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