+102.9%
USB vs SOXQ
+201.0%
-98.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.7% | -5.8% | -1.2% |
| 7D | -0.5% | +2.9% | -3.4% | -1.3% |
| 30D | +5.7% | -13.6% | +19.3% | +8.4% |
| 3M | -4.7% | -12.5% | +7.8% | -2.8% |
| 6M | +13.4% | -12.4% | +25.8% | +13.1% |
| YTD | +17.0% | +49.6% | -32.6% | -1.3% |
| 1Y | +32.4% | +52.0% | -19.6% | +10.9% |
| All | +102.9% | +201.0% | -98.2% | +13.3% |
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