+13.0%
UDR vs SOXQ
+45.5%
-32.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.1% | +6.7% | +3.3% |
| 7D | +7.2% | -12.1% | +19.3% | +6.3% |
| 30D | +10.5% | -22.0% | +32.5% | +8.7% |
| 3M | -2.3% | -15.6% | +13.3% | -3.2% |
| 6M | +4.0% | -2.4% | +6.4% | +2.3% |
| YTD | +5.6% | +45.4% | -39.8% | +3.0% |
| 1Y | +13.0% | +47.7% | -34.6% | +10.4% |
| All | +13.0% | +45.5% | -32.4% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling