+58.3%
SOXX vs USAR
-1.6%
+59.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +1.8% |
| 7D | +6.1% | -4.4% | +10.5% | +7.7% |
| 30D | +0.5% | -10.4% | +10.9% | +3.7% |
| 3M | -5.3% | -18.4% | +13.1% | -0.2% |
| 6M | +58.3% | -8.8% | +67.2% | +60.1% |
| All | +58.3% | -1.6% | +59.9% | +60.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling