+152.7%
URI vs SOXQ
+199.3%
-46.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | +9.3% | +16.4% | -7.1% | +2.3% |
| 30D | +7.6% | -13.9% | +21.5% | +14.2% |
| 3M | +1.0% | -15.1% | +16.2% | +7.6% |
| 6M | +19.8% | -10.2% | +30.0% | +21.2% |
| YTD | +41.9% | +48.7% | -6.9% | +9.5% |
| 1Y | +33.4% | +48.9% | -15.6% | +2.6% |
| All | +152.7% | +199.3% | -46.6% | +13.9% |
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