-100.0%
SOXS vs UUUU
+79.1%
-179.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.0% | -0.6% | -8.8% |
| 7D | -4.7% | -10.5% | +5.8% | -11.2% |
| 30D | +7.7% | -10.5% | +18.2% | +1.7% |
| 3M | -10.2% | -14.1% | +4.0% | -8.1% |
| 6M | -99.2% | -35.5% | -63.7% | -99.1% |
| YTD | -99.5% | -10.9% | -88.6% | -99.2% |
| 1Y | -99.8% | +3.4% | -103.1% | -99.5% |
| 3Y | -100.0% | +73.1% | -173.1% | -99.9% |
| All | -100.0% | +79.1% | -179.1% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling