-99.8%
SOXS vs TRI
-38.3%
-61.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -5.4% | -4.8% | -5.4% |
| 7D | -7.0% | -0.5% | -6.5% | -6.6% |
| 30D | +2.8% | +7.9% | -5.1% | -3.6% |
| 3M | -9.8% | +24.1% | -33.9% | -24.1% |
| 6M | -99.2% | +3.8% | -103.0% | -99.2% |
| YTD | -99.5% | -16.9% | -82.6% | -99.5% |
| 1Y | -99.8% | -38.4% | -61.4% | -99.7% |
| All | -99.8% | -38.3% | -61.5% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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