+207.2%
UMC vs SOXQ
+111.3%
+95.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.4% | +1.2% | +2.1% |
| 7D | +5.0% | +2.3% | +2.6% | +3.1% |
| 30D | +7.7% | -2.3% | +9.9% | +9.0% |
| 3M | +1.7% | -13.8% | +15.4% | +12.8% |
| 6M | +113.9% | +48.6% | +65.3% | +81.8% |
| YTD | +168.9% | +66.0% | +102.9% | +118.2% |
| 1Y | +207.2% | +107.9% | +99.3% | +154.5% |
| All | +207.2% | +111.3% | +95.9% | +154.5% |
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 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