-91.6%
SOXS vs UL
+1.7%
-93.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.3% | +5.5% | +3.4% |
| 7D | +46.7% | +4.7% | +42.0% | +37.9% |
| 30D | +97.0% | +11.6% | +85.4% | +74.8% |
| 3M | +39.5% | +5.3% | +34.2% | +33.6% |
| 6M | -54.9% | +16.0% | -71.0% | -60.4% |
| YTD | -90.4% | +5.0% | -95.4% | -91.5% |
| 1Y | -91.6% | +1.1% | -92.8% | -92.4% |
| All | -91.6% | +1.7% | -93.3% | -92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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