-91.6%
SOXS vs WY
+0.3%
-92.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +5.6% | +3.1% | +5.6% |
| 7D | +46.7% | +13.3% | +33.3% | +39.4% |
| 30D | +97.0% | +17.6% | +79.3% | +86.8% |
| 3M | +39.5% | -15.0% | +54.6% | +35.2% |
| 6M | -54.9% | -5.9% | -49.0% | -55.9% |
| YTD | -90.4% | -5.7% | -84.6% | -90.5% |
| 1Y | -91.6% | -0.2% | -91.4% | -91.7% |
| All | -91.6% | +0.3% | -92.0% | -91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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