+1.7%
USHY vs SOXQ
+45.5%
-43.7%
-3.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +0.8% |
| 7D | -0.2% | -12.1% | +11.9% | +0.3% |
| 30D | +0.7% | -22.0% | +22.7% | +1.6% |
| 3M | -2.2% | -15.6% | +13.4% | -1.6% |
| 6M | -0.9% | -2.4% | +1.5% | -1.7% |
| YTD | +0.2% | +45.4% | -45.2% | -3.2% |
| 1Y | +1.7% | +47.7% | -45.9% | -1.7% |
| All | +1.7% | +45.5% | -43.7% | -1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling