+156.3%
UMAC vs SOXQ
+111.3%
+45.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.4% | -6.4% | -6.8% |
| 7D | -0.9% | +2.3% | -3.3% | -3.6% |
| 30D | -7.7% | -2.3% | -5.4% | -5.8% |
| 3M | -26.4% | -13.8% | -12.7% | -15.4% |
| 6M | +61.9% | +48.6% | +13.2% | -4.1% |
| YTD | +86.5% | +66.0% | +20.5% | -7.4% |
| 1Y | +156.3% | +107.9% | +48.4% | +47.2% |
| All | +156.3% | +111.3% | +45.0% | +47.2% |
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