+262.5%
UEC vs SOXQ
+290.2%
-27.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.7% |
| 7D | -0.2% | +5.2% | -5.4% | -4.2% |
| 30D | +1.9% | -0.5% | +2.5% | +2.2% |
| 3M | +8.9% | -5.6% | +14.5% | +11.7% |
| 6M | -14.5% | +53.0% | -67.5% | -40.4% |
| YTD | -0.7% | +68.8% | -69.5% | -35.3% |
| 1Y | -4.1% | +105.7% | -109.8% | -46.5% |
| 3Y | +148.9% | +240.5% | -91.6% | -13.2% |
| 5Y | +300.0% | +266.8% | +33.2% | +34.5% |
| All | +262.5% | +290.2% | -27.7% | +19.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling