-91.6%
SOXS vs TRMB
-31.2%
-60.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -17.3% | +26.1% | +3.3% |
| 7D | +46.7% | -15.7% | +62.4% | +39.9% |
| 30D | +97.0% | -7.8% | +104.7% | +92.9% |
| 3M | +39.5% | -9.3% | +48.8% | +35.2% |
| 6M | -54.9% | -20.8% | -34.1% | -67.0% |
| YTD | -90.4% | -30.8% | -59.6% | -94.0% |
| 1Y | -91.6% | -31.0% | -60.7% | -94.6% |
| All | -91.6% | -31.2% | -60.4% | -94.6% |
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