+113.9%
SOXX vs USAR
+27.9%
+86.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.6% |
| 7D | +2.2% | -2.1% | +4.3% | +2.6% |
| 30D | -2.0% | +2.6% | -4.7% | -2.8% |
| 3M | -13.7% | -35.0% | +21.3% | -9.4% |
| 6M | +52.4% | -6.9% | +59.3% | +53.4% |
| YTD | +72.8% | +48.0% | +24.8% | +67.7% |
| 1Y | +113.9% | +24.8% | +89.1% | +108.8% |
| All | +113.9% | +27.9% | +86.0% | +108.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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