+201.0%
PAAS vs SOXQ
+199.3%
+1.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.6% | -3.9% |
| 7D | -7.0% | +16.4% | -23.5% | -12.7% |
| 30D | -15.3% | -13.9% | -1.4% | -10.5% |
| 3M | -27.7% | -15.1% | -12.6% | -23.4% |
| 6M | -40.5% | -10.2% | -30.3% | -39.2% |
| YTD | -26.5% | +48.7% | -75.2% | -38.8% |
| 1Y | -0.8% | +48.9% | -49.7% | -17.5% |
| All | +201.0% | +199.3% | +1.7% | +87.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling