-100.0%
SOXS vs UTHR
+124.0%
-223.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -0.6% | +8.7% | +7.9% |
| 7D | -9.4% | +2.8% | -12.2% | -8.7% |
| 30D | +6.2% | -2.3% | +8.4% | +5.6% |
| 3M | -28.0% | -7.4% | -20.6% | -29.6% |
| 6M | -99.2% | -6.0% | -93.2% | -99.1% |
| YTD | -99.5% | +3.4% | -102.9% | -99.4% |
| 1Y | -99.7% | +27.1% | -126.8% | -99.7% |
| All | -100.0% | +124.0% | -223.9% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling