+1,537.1%
SOXX vs UUUU
+465.5%
+1,071.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.0% | +6.9% | +2.7% |
| 7D | +1.4% | -10.5% | +11.9% | +3.3% |
| 30D | -3.6% | -10.5% | +6.9% | -1.9% |
| 3M | -10.2% | -14.1% | +4.0% | -8.0% |
| 6M | +54.2% | -35.5% | +89.7% | +64.2% |
| YTD | +75.2% | -10.9% | +86.1% | +73.9% |
| 1Y | +107.5% | +3.4% | +104.2% | +95.6% |
| 3Y | +226.8% | +73.1% | +153.6% | +164.6% |
| 5Y | +251.2% | +87.1% | +164.1% | +167.2% |
| All | +1,537.1% | +465.5% | +1,071.6% | +828.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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