+41.2%
USB vs SOXQ
+254.8%
-213.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.4% | -3.6% | -1.2% |
| 7D | +1.4% | +2.3% | -0.9% | +0.8% |
| 30D | -1.3% | -2.3% | +0.9% | -0.9% |
| 3M | +15.2% | -13.8% | +29.0% | +18.0% |
| 6M | +18.8% | +48.6% | -29.8% | +1.3% |
| YTD | +21.0% | +66.0% | -45.0% | -0.9% |
| 1Y | +34.0% | +107.9% | -73.9% | +1.1% |
| 3Y | +95.3% | +224.1% | -128.8% | +20.6% |
| All | +41.2% | +254.8% | -213.6% | -17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling