-99.8%
SOXS vs USAR
+13.1%
-112.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.0% | -2.6% | -7.2% |
| 7D | -4.7% | -11.6% | +6.9% | -10.9% |
| 30D | +7.7% | -15.5% | +23.2% | -0.3% |
| 3M | -10.2% | -31.0% | +20.9% | -14.0% |
| 6M | -99.2% | -26.2% | -73.0% | -98.6% |
| YTD | -99.5% | +30.8% | -130.3% | -99.0% |
| 1Y | -99.8% | +7.1% | -106.8% | -99.6% |
| All | -99.8% | +13.1% | -112.8% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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