+77.1%
PAAS vs SOXQ
+279.9%
-202.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.6% | -1.6% | -3.3% |
| 7D | -3.7% | +2.3% | -6.0% | -4.5% |
| 30D | -1.9% | -3.9% | +2.0% | -0.5% |
| 3M | +15.1% | -4.7% | +19.8% | +15.6% |
| 6M | -17.1% | +47.9% | -65.0% | -29.1% |
| YTD | -1.3% | +64.3% | -65.6% | -18.6% |
| 1Y | +41.1% | +95.7% | -54.6% | +9.6% |
| 3Y | +244.2% | +231.5% | +12.7% | +118.0% |
| 5Y | +120.8% | +255.0% | -134.2% | +22.9% |
| All | +77.1% | +279.9% | -202.9% | -4.5% |
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