+93.9%
UUUU vs SOXQ
+279.9%
-186.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.6% | -3.7% | -4.3% |
| 7D | -5.0% | +2.3% | -7.3% | -6.6% |
| 30D | -7.8% | -3.9% | -3.9% | -5.0% |
| 3M | -0.4% | -4.7% | +4.3% | +2.2% |
| 6M | -32.9% | +47.9% | -80.8% | -50.9% |
| YTD | -6.3% | +64.3% | -70.6% | -35.9% |
| 1Y | +7.9% | +95.7% | -87.8% | -35.6% |
| 3Y | +85.2% | +231.5% | -146.3% | -32.6% |
| 5Y | +97.0% | +255.0% | -158.0% | -31.6% |
| All | +93.9% | +279.9% | -186.0% | -33.7% |
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 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