+41.1%
PAAS vs SOXQ
+96.6%
-55.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.6% | -1.6% | -3.0% |
| 7D | -3.7% | +2.3% | -6.0% | -4.8% |
| 30D | -1.9% | -3.9% | +2.0% | -0.1% |
| 3M | +15.1% | -4.7% | +19.8% | +14.1% |
| 6M | -17.1% | +47.9% | -65.0% | -36.9% |
| YTD | -1.3% | +64.3% | -65.6% | -28.9% |
| 1Y | +41.1% | +95.7% | -54.6% | -8.3% |
| All | +41.1% | +96.6% | -55.6% | -8.3% |
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