+27.1%
USB vs SOXQ
+206.9%
-179.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.4% | -1.5% |
| 7D | 0.0% | -12.2% | +12.2% | +3.0% |
| 30D | +5.8% | -28.2% | +34.0% | +14.5% |
| 3M | -6.0% | -22.1% | +16.1% | -0.8% |
| 6M | +7.8% | -18.1% | +25.9% | +9.4% |
| YTD | +14.6% | +32.7% | -18.1% | -1.1% |
| 1Y | +31.8% | +34.1% | -2.4% | +13.0% |
| 3Y | +91.5% | +176.7% | -85.2% | +22.8% |
| 5Y | +22.0% | +159.9% | -137.8% | -24.2% |
| All | +27.1% | +206.9% | -179.7% | -21.5% |
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