-100.0%
SOXS vs UNH
+1,443.2%
-1,543.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -3.8% |
| 7D | -16.6% | -1.7% | -14.9% | -18.0% |
| 30D | -4.4% | -3.8% | -0.5% | -8.4% |
| 3M | -26.2% | -4.3% | -21.9% | -30.3% |
| 6M | -99.3% | +38.6% | -137.9% | -99.5% |
| YTD | -99.5% | +20.7% | -120.2% | -99.7% |
| 1Y | -99.8% | +16.0% | -115.8% | -99.9% |
| 3Y | -100.0% | -13.5% | -86.5% | -100.0% |
| 5Y | -100.0% | +3.5% | -103.5% | -100.0% |
| 10Y | -100.0% | +245.3% | -345.3% | -100.0% |
| All | -100.0% | +1,443.2% | -1,543.2% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling