-99.8%
SOXS vs WAB
+48.2%
-147.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +0.7% | -10.9% | -8.4% |
| 7D | -7.0% | -3.2% | -3.8% | -14.0% |
| 30D | +2.8% | -4.4% | +7.2% | -7.8% |
| 3M | -9.8% | +7.9% | -17.7% | +19.9% |
| 6M | -99.2% | +8.7% | -107.9% | -97.6% |
| YTD | -99.5% | +33.0% | -132.5% | -97.6% |
| 1Y | -99.8% | +46.7% | -146.4% | -98.6% |
| All | -99.8% | +48.2% | -147.9% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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