+4.8%
ULTA vs SOXQ
+98.3%
-93.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +2.0% |
| 7D | -3.1% | +0.8% | -3.8% | -3.1% |
| 30D | +2.8% | -4.6% | +7.4% | +3.0% |
| 3M | +14.8% | -10.2% | +24.9% | +15.2% |
| 6M | -16.2% | +49.7% | -65.9% | -23.9% |
| YTD | -9.6% | +67.2% | -76.9% | -20.0% |
| 1Y | +4.8% | +98.0% | -93.2% | -13.4% |
| All | +4.8% | +98.3% | -93.6% | -13.4% |
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