-91.6%
SOXS vs URI
+33.3%
-124.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -4.4% | +13.1% | +4.1% |
| 7D | +46.7% | -4.3% | +51.0% | +40.9% |
| 30D | +97.0% | +4.6% | +92.4% | +108.6% |
| 3M | +39.5% | -2.1% | +41.7% | +41.2% |
| 6M | -54.9% | +21.9% | -76.9% | -42.1% |
| YTD | -90.4% | +39.7% | -130.1% | -83.1% |
| 1Y | -91.6% | +32.9% | -124.5% | -86.8% |
| All | -91.6% | +33.3% | -124.9% | -86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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