-99.8%
SOXS vs TRV
+34.7%
-134.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -1.3% | -8.9% | -7.4% |
| 7D | -7.0% | -0.1% | -6.8% | -6.7% |
| 30D | +2.8% | -3.4% | +6.2% | +10.5% |
| 3M | -9.8% | +26.4% | -36.2% | -41.1% |
| 6M | -99.2% | +19.3% | -118.5% | -99.3% |
| YTD | -99.5% | +28.3% | -127.8% | -99.6% |
| 1Y | -99.8% | +34.3% | -134.1% | -99.8% |
| All | -99.8% | +34.7% | -134.5% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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