-91.6%
SOXS vs TROW
+17.3%
-108.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +6.0% | +2.8% | +15.8% |
| 7D | +46.7% | +8.2% | +38.4% | +60.7% |
| 30D | +97.0% | +8.3% | +88.6% | +116.6% |
| 3M | +39.5% | -1.6% | +41.1% | +35.2% |
| 6M | -54.9% | +11.9% | -66.8% | -43.4% |
| YTD | -90.4% | +14.3% | -104.7% | -85.9% |
| 1Y | -91.6% | +17.0% | -108.6% | -86.9% |
| All | -91.6% | +17.3% | -108.9% | -86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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