+2.3%
UEC vs SOXQ
+111.3%
-109.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.1% | -2.5% |
| 7D | -6.9% | +2.3% | -9.3% | -8.7% |
| 30D | +7.6% | -2.3% | +9.9% | +9.3% |
| 3M | -18.4% | -13.8% | -4.6% | -10.5% |
| 6M | -23.3% | +48.6% | -71.9% | -50.2% |
| YTD | -1.2% | +66.0% | -67.2% | -41.5% |
| 1Y | +2.3% | +107.9% | -105.6% | -49.4% |
| All | +2.3% | +111.3% | -109.0% | -49.4% |
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