+24.5%
USB vs SOXQ
+190.6%
-166.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | +1.2% | +16.4% | -15.2% | -2.7% |
| 30D | +6.3% | -13.9% | +20.2% | +9.8% |
| 3M | -6.1% | -15.1% | +9.0% | -3.0% |
| 6M | +13.0% | -10.2% | +23.2% | +12.2% |
| YTD | +16.6% | +48.7% | -32.2% | -2.8% |
| 1Y | +31.1% | +48.9% | -17.8% | +9.1% |
| 3Y | +100.9% | +197.4% | -96.5% | +25.0% |
| 5Y | +24.5% | +188.2% | -163.6% | -25.8% |
| All | +24.5% | +190.6% | -166.1% | -25.8% |
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