+182.9%
UTHR vs SOXQ
+290.2%
-107.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.7% |
| 7D | +3.0% | +5.2% | -2.2% | +2.5% |
| 30D | -4.3% | -0.5% | -3.8% | -4.3% |
| 3M | -8.4% | -5.6% | -2.7% | -8.4% |
| 6M | -4.2% | +53.0% | -57.2% | -9.6% |
| YTD | +4.0% | +68.8% | -64.8% | -2.9% |
| 1Y | +25.5% | +105.7% | -80.2% | +14.5% |
| 3Y | +125.1% | +240.5% | -115.4% | +89.4% |
| 5Y | +140.3% | +266.8% | -126.4% | +99.0% |
| All | +182.9% | +290.2% | -107.2% | +134.6% |
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