-13.3%
UEC vs SOXQ
+98.3%
-111.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.8% | -6.9% | -6.6% |
| 7D | -9.4% | +0.8% | -10.2% | -10.0% |
| 30D | -8.0% | -4.6% | -3.4% | -4.6% |
| 3M | -1.7% | -10.2% | +8.5% | +3.2% |
| 6M | -26.1% | +49.7% | -75.8% | -52.4% |
| YTD | -10.5% | +67.2% | -77.8% | -47.3% |
| 1Y | -13.3% | +98.0% | -111.3% | -53.2% |
| All | -13.3% | +98.3% | -111.6% | -53.2% |
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