-100.0%
SOXS vs UUUU
+18.5%
-118.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -6.3% | +14.4% | +5.8% |
| 7D | -9.4% | -5.0% | -4.4% | -10.9% |
| 30D | +6.2% | -7.8% | +13.9% | +4.1% |
| 3M | -28.0% | -0.4% | -27.6% | -21.8% |
| 6M | -99.2% | -32.9% | -66.3% | -99.1% |
| YTD | -99.5% | -6.3% | -93.2% | -99.3% |
| 1Y | -99.7% | +7.9% | -107.7% | -99.6% |
| 3Y | -100.0% | +85.2% | -185.2% | -100.0% |
| 5Y | -100.0% | +97.0% | -197.0% | -100.0% |
| 10Y | -100.0% | +492.6% | -592.6% | -100.0% |
| All | -100.0% | +18.5% | -118.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling