+283.2%
URI vs SOXQ
+231.9%
+51.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.5% | +2.2% | +0.5% |
| 7D | +6.7% | +8.2% | -1.4% | +2.5% |
| 30D | +8.9% | -13.2% | +22.0% | +16.2% |
| 3M | +0.5% | -18.5% | +19.1% | +10.5% |
| 6M | +20.7% | -15.4% | +36.1% | +26.3% |
| YTD | +40.0% | +43.6% | -3.5% | +6.8% |
| 1Y | +34.4% | +49.2% | -14.8% | -0.1% |
| 3Y | +149.5% | +190.2% | -40.7% | +16.3% |
| 5Y | +205.6% | +178.2% | +27.4% | +38.4% |
| All | +283.2% | +231.9% | +51.3% | +59.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling