-91.6%
SOXS vs UNH
+28.3%
-119.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.2% | +7.5% | +8.8% |
| 7D | +46.7% | +0.6% | +46.1% | +46.6% |
| 30D | +97.0% | +8.1% | +88.8% | +97.3% |
| 3M | +39.5% | +1.1% | +38.5% | +38.8% |
| 6M | -54.9% | +11.7% | -66.7% | -53.8% |
| YTD | -90.4% | +26.5% | -116.8% | -88.1% |
| 1Y | -91.6% | +27.0% | -118.7% | -89.6% |
| All | -91.6% | +28.3% | -119.9% | -89.6% |
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