+30.0%
SOXX vs SPXU
-21.6%
+51.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | +13.2% | -25.4% | -0.4% |
| 7D | -23.0% | +14.2% | -37.2% | -11.5% |
| 30D | -32.9% | +19.3% | -52.2% | -19.3% |
| 3M | -25.4% | +16.2% | -41.5% | -11.7% |
| 6M | -17.9% | -3.5% | -14.5% | -12.7% |
| YTD | +31.6% | -19.2% | +50.8% | +27.8% |
| 1Y | +30.0% | -20.7% | +50.6% | +26.1% |
| All | +30.0% | -21.6% | +51.5% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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