-91.6%
SOXS vs UTHR
+40.6%
-132.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.2% | +7.6% | +8.8% |
| 7D | +46.7% | +3.8% | +42.9% | +47.0% |
| 30D | +97.0% | +13.4% | +83.5% | +99.5% |
| 3M | +39.5% | +17.3% | +22.2% | +41.6% |
| 6M | -54.9% | +4.7% | -59.6% | -55.6% |
| YTD | -90.4% | +24.9% | -115.3% | -89.8% |
| 1Y | -91.6% | +39.1% | -130.8% | -90.5% |
| All | -91.6% | +40.6% | -132.3% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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