-57.8%
UUUU vs SOXQ
+45.5%
-103.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | +2.1% |
| 7D | -14.4% | -12.1% | -2.3% | -3.7% |
| 30D | -33.6% | -22.0% | -11.6% | -16.3% |
| 3M | -44.2% | -15.6% | -28.6% | -34.9% |
| 6M | -66.8% | -2.4% | -64.4% | -68.6% |
| YTD | -50.6% | +45.4% | -96.0% | -72.4% |
| 1Y | -57.8% | +47.7% | -105.5% | -77.1% |
| All | -57.8% | +45.5% | -103.2% | -77.1% |
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