-93.1%
SOXS vs URI
+31.9%
-125.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.3% | +12.3% | +9.4% |
| 7D | -28.4% | +6.7% | -35.2% | -19.7% |
| 30D | +19.4% | +8.9% | +10.6% | +40.3% |
| 3M | +28.2% | +0.5% | +27.6% | +42.1% |
| 6M | -37.7% | +20.7% | -58.4% | -15.6% |
| YTD | -91.6% | +40.0% | -131.7% | -84.4% |
| 1Y | -93.1% | +34.4% | -127.5% | -87.7% |
| All | -93.1% | +31.9% | -125.0% | -87.7% |
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