+3.4%
UUUU vs SOXQ
+98.3%
-95.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.8% | -6.8% | -6.5% |
| 7D | -10.5% | +0.8% | -11.3% | -11.1% |
| 30D | -10.5% | -4.6% | -5.9% | -7.0% |
| 3M | -14.1% | -10.2% | -4.0% | -8.3% |
| 6M | -35.5% | +49.7% | -85.1% | -57.8% |
| YTD | -10.9% | +67.2% | -78.2% | -45.5% |
| 1Y | +3.4% | +98.0% | -94.7% | -38.8% |
| All | +3.4% | +98.3% | -95.0% | -38.8% |
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 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