-91.6%
SOXS vs USB
+36.4%
-128.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.9% | +6.9% | +9.9% |
| 7D | +46.7% | +2.4% | +44.3% | +48.6% |
| 30D | +97.0% | +6.6% | +90.4% | +104.2% |
| 3M | +39.5% | -4.1% | +43.6% | +32.4% |
| 6M | -54.9% | +12.5% | -67.4% | -49.4% |
| YTD | -90.4% | +17.6% | -108.0% | -86.7% |
| 1Y | -91.6% | +36.5% | -128.1% | -84.4% |
| All | -91.6% | +36.4% | -128.1% | -84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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