+126.3%
PAAS vs SOXQ
+269.0%
-142.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.4% | +3.6% |
| 7D | +2.6% | +5.2% | -2.6% | +0.7% |
| 30D | +2.5% | -0.5% | +3.0% | +2.5% |
| 3M | +15.1% | -5.6% | +20.7% | +16.1% |
| 6M | -12.1% | +53.0% | -65.1% | -25.6% |
| YTD | +3.1% | +68.8% | -65.7% | -15.6% |
| 1Y | +50.8% | +105.7% | -54.9% | +15.5% |
| 3Y | +259.5% | +240.5% | +19.0% | +127.2% |
| 5Y | +126.3% | +266.8% | -140.5% | +27.4% |
| All | +126.3% | +269.0% | -142.7% | +27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling