+17.5%
SPY vs SOXS
-99.8%
+117.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.6% | +6.4% | +0.6% |
| 7D | -0.8% | -4.7% | +4.0% | -1.0% |
| 30D | -1.1% | +7.7% | -8.8% | -0.5% |
| 3M | +3.9% | -10.2% | +14.0% | +5.1% |
| 6M | +13.6% | -99.2% | +112.8% | -4.5% |
| YTD | +12.7% | -99.5% | +112.2% | -8.7% |
| 1Y | +17.5% | -99.8% | +117.3% | -7.9% |
| All | +17.5% | -99.8% | +117.3% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXS.
Daily Out/Under-Performance
Portfolio return minus SOXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXS 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 SOXS 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