+236.5%
URI vs SOXQ
+286.7%
-50.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.9% |
| 7D | -2.1% | +0.8% | -2.8% | -2.4% |
| 30D | -12.4% | -4.6% | -7.8% | -10.3% |
| 3M | -7.3% | -10.2% | +2.9% | -3.5% |
| 6M | +27.2% | +49.7% | -22.5% | -2.6% |
| YTD | +23.0% | +67.2% | -44.3% | -12.4% |
| 1Y | +3.9% | +98.0% | -94.1% | -33.8% |
| 3Y | +121.6% | +237.2% | -115.5% | -3.3% |
| 5Y | +201.1% | +261.3% | -60.2% | +19.2% |
| All | +236.5% | +286.7% | -50.2% | +31.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling