+198.5%
SOXX vs USAR
+58.5%
+140.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.0% | +3.2% | -2.3% |
| 7D | +3.0% | -9.3% | +12.4% | +3.7% |
| 30D | -3.1% | -15.2% | +12.0% | -2.1% |
| 3M | -4.4% | -21.1% | +16.7% | -3.1% |
| 6M | +52.9% | -21.6% | +74.5% | +54.8% |
| YTD | +72.0% | +34.8% | +37.2% | +71.6% |
| 1Y | +105.1% | +15.6% | +89.5% | +104.9% |
| 3Y | +220.6% | +57.7% | +162.9% | +233.7% |
| All | +198.5% | +58.5% | +140.0% | +219.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling