+243.6%
URI vs SOXQ
+283.8%
-40.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.4% | -1.7% | -0.1% |
| 7D | -2.0% | +2.3% | -4.3% | -3.1% |
| 30D | -12.9% | -2.3% | -10.7% | -12.1% |
| 3M | -6.7% | -13.8% | +7.0% | -1.5% |
| 6M | +19.0% | +48.6% | -29.6% | -8.6% |
| YTD | +25.5% | +66.0% | -40.5% | -10.2% |
| 1Y | +5.5% | +107.9% | -102.3% | -34.8% |
| 3Y | +111.3% | +224.1% | -112.8% | -5.6% |
| 5Y | +198.6% | +256.6% | -58.0% | +18.8% |
| All | +243.6% | +283.8% | -40.2% | +34.4% |
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