-99.8%
SOXS vs TRMB
-24.7%
-75.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -1.0% | -9.1% | -10.7% |
| 7D | -7.0% | -2.5% | -4.5% | -8.1% |
| 30D | +2.8% | +1.5% | +1.3% | +2.9% |
| 3M | -9.8% | +6.8% | -16.6% | -13.3% |
| 6M | -99.2% | -14.9% | -84.2% | -99.4% |
| YTD | -99.5% | -24.1% | -75.4% | -99.7% |
| 1Y | -99.8% | -25.4% | -74.4% | -99.9% |
| All | -99.8% | -24.7% | -75.1% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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