+31.1%
PAAS vs SOXQ
+231.9%
-200.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | +0.7% |
| 7D | -8.9% | +8.2% | -17.1% | -11.7% |
| 30D | -11.4% | -13.2% | +1.7% | -7.2% |
| 3M | -20.4% | -18.5% | -1.9% | -14.8% |
| 6M | -40.7% | -15.4% | -25.2% | -38.1% |
| YTD | -26.9% | +43.6% | -70.5% | -37.1% |
| 1Y | -3.1% | +49.2% | -52.3% | -17.6% |
| 3Y | +199.3% | +190.2% | +9.0% | +98.3% |
| 5Y | +48.3% | +178.2% | -129.9% | -10.2% |
| All | +31.1% | +231.9% | -200.8% | -26.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling