+9.7%
UL vs SOXQ
+286.7%
-277.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.1% | +0.6% |
| 7D | -3.4% | +0.8% | -4.2% | -3.4% |
| 30D | +0.5% | -4.6% | +5.1% | +0.6% |
| 3M | +7.2% | -10.2% | +17.4% | +7.4% |
| 6M | -3.1% | +49.7% | -52.7% | -6.1% |
| YTD | -2.7% | +67.2% | -70.0% | -6.5% |
| 1Y | -10.2% | +98.0% | -108.2% | -15.0% |
| 3Y | +20.3% | +237.2% | -216.9% | +4.5% |
| 5Y | +19.9% | +261.3% | -241.3% | +1.5% |
| All | +9.7% | +286.7% | -277.0% | -6.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling