-99.8%
SOXS vs UNH
+33.2%
-133.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.9% | -9.2% | -10.2% |
| 7D | -7.0% | +1.1% | -8.1% | -7.0% |
| 30D | +2.8% | -3.8% | +6.6% | +2.8% |
| 3M | -9.8% | +0.7% | -10.6% | -9.4% |
| 6M | -99.2% | +37.9% | -137.1% | -99.1% |
| YTD | -99.5% | +21.9% | -121.4% | -99.4% |
| 1Y | -99.8% | +31.4% | -131.2% | -99.8% |
| All | -99.8% | +33.2% | -133.0% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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