-91.6%
SOXS vs URA
-32.2%
-59.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.1% | +9.8% | +6.8% |
| 7D | +46.7% | -10.5% | +57.2% | +22.9% |
| 30D | +97.0% | -18.6% | +115.6% | +46.4% |
| 3M | +39.5% | -23.0% | +62.6% | -1.5% |
| 6M | -54.9% | -40.3% | -14.6% | -71.0% |
| YTD | -90.4% | -23.5% | -66.9% | -88.9% |
| 1Y | -91.6% | -31.1% | -60.5% | -91.4% |
| All | -91.6% | -32.2% | -59.5% | -91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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