+130.5%
URI vs SOXQ
+235.9%
-105.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.2% |
| 7D | +5.0% | +5.2% | -0.2% | +2.6% |
| 30D | -9.4% | -0.5% | -8.9% | -9.3% |
| 3M | -5.8% | -5.6% | -0.2% | -4.8% |
| 6M | +25.8% | +53.0% | -27.2% | -2.3% |
| YTD | +27.9% | +68.8% | -40.9% | -6.5% |
| 1Y | +9.7% | +105.7% | -96.0% | -29.0% |
| All | +130.5% | +235.9% | -105.4% | -2.5% |
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 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