+53.0%
USAR vs SOXQ
+232.9%
-179.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -3.9% |
| 7D | -11.6% | +0.8% | -12.4% | -12.0% |
| 30D | -15.5% | -4.6% | -10.9% | -13.5% |
| 3M | -31.0% | -10.2% | -20.9% | -27.2% |
| 6M | -26.2% | +49.7% | -75.9% | -32.0% |
| YTD | +30.8% | +67.2% | -36.5% | +18.3% |
| 1Y | +7.1% | +98.0% | -90.9% | -4.5% |
| 3Y | +53.0% | +237.2% | -184.2% | +38.7% |
| All | +53.0% | +232.9% | -179.9% | +38.7% |
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