-91.6%
SOXS vs WU
-18.0%
-73.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +5.4% | +3.3% | +7.5% |
| 7D | +46.7% | +8.2% | +38.4% | +44.4% |
| 30D | +97.0% | +8.0% | +88.9% | +94.5% |
| 3M | +39.5% | -6.6% | +46.2% | +39.7% |
| 6M | -54.9% | -23.3% | -31.7% | -52.2% |
| YTD | -90.4% | -22.4% | -68.0% | -89.8% |
| 1Y | -91.6% | -18.0% | -73.7% | -91.0% |
| All | -91.6% | -18.0% | -73.7% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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