-16.3%
UNH vs SOXQ
+232.9%
-249.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.1% | -2.4% |
| 7D | -4.5% | +0.8% | -5.3% | -4.5% |
| 30D | -6.5% | -4.6% | -2.0% | -6.5% |
| 3M | -6.0% | -10.2% | +4.2% | -6.0% |
| 6M | +33.7% | +49.7% | -16.0% | +31.6% |
| YTD | +16.4% | +67.2% | -50.9% | +14.6% |
| 1Y | +10.1% | +98.0% | -87.9% | +8.6% |
| 3Y | -16.3% | +237.2% | -253.5% | -13.1% |
| All | -16.3% | +232.9% | -249.2% | -13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling