+1,537.1%
SOXX vs SPXU
-99.6%
+1,636.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +0.6% |
| 7D | +1.4% | +2.5% | -1.1% | +2.7% |
| 30D | -3.6% | +4.2% | -7.8% | -1.3% |
| 3M | -10.2% | -9.3% | -0.9% | -12.8% |
| 6M | +54.2% | -30.7% | +84.9% | +34.8% |
| YTD | +75.2% | -28.1% | +103.3% | +57.7% |
| 1Y | +107.5% | -35.2% | +142.7% | +80.8% |
| 3Y | +226.8% | -79.9% | +306.7% | +95.9% |
| 5Y | +251.2% | -86.4% | +337.6% | +126.6% |
| All | +1,537.1% | -99.6% | +1,636.7% | +299.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling