+44.3%
UNP vs SOXQ
+227.1%
-182.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.0% | +0.7% |
| 7D | -1.2% | +2.3% | -3.5% | -1.4% |
| 30D | -2.0% | -3.9% | +1.9% | -1.6% |
| 3M | +7.5% | -4.7% | +12.2% | +7.3% |
| 6M | +15.3% | +47.9% | -32.5% | +6.5% |
| YTD | +25.4% | +64.3% | -38.9% | +13.5% |
| 1Y | +35.6% | +95.7% | -60.1% | +18.4% |
| All | +44.3% | +227.1% | -182.8% | +7.9% |
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