-99.3%
SOXS vs WMT
-13.9%
-85.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.6% |
| 7D | -16.6% | -0.2% | -16.3% | -16.2% |
| 30D | -4.4% | -5.8% | +1.5% | +1.4% |
| 3M | -26.2% | -10.8% | -15.5% | -15.2% |
| 6M | -99.3% | -14.3% | -84.9% | -98.9% |
| All | -99.3% | -13.9% | -85.4% | -98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 6mo: compounded portfolio wealth divided by compounded WMT 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…
6mo analysis · Full analysis span regression · 6 months rolling