+40.0%
PATH vs SOXQ
+111.3%
-71.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.4% | -20.0% | -16.8% |
| 7D | -16.3% | +2.3% | -18.7% | -16.4% |
| 30D | +9.9% | -2.3% | +12.2% | +10.1% |
| 3M | +30.2% | -13.8% | +43.9% | +31.3% |
| 6M | +37.2% | +48.6% | -11.4% | +16.4% |
| YTD | -7.3% | +66.0% | -73.3% | -29.1% |
| 1Y | +40.0% | +107.9% | -67.9% | -13.1% |
| All | +40.0% | +111.3% | -71.3% | -13.1% |
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