+46.4%
UBER vs SOXQ
+232.9%
-186.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.8% |
| 7D | -5.4% | +0.8% | -6.2% | -5.7% |
| 30D | -4.9% | -4.6% | -0.3% | -3.7% |
| 3M | +3.0% | -10.2% | +13.2% | +4.7% |
| 6M | -4.4% | +49.7% | -54.1% | -24.1% |
| YTD | -12.3% | +67.2% | -79.5% | -34.5% |
| 1Y | -24.3% | +98.0% | -122.3% | -48.3% |
| 3Y | +46.4% | +237.2% | -190.7% | -35.7% |
| All | +46.4% | +232.9% | -186.5% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 3y: compounded portfolio wealth divided by compounded SOXQ 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…
3y analysis · Full analysis span regression · 6 months rolling