-81.8%
PATH vs SOXQ
+206.9%
-288.7%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.9% | -4.0% | -2.4% |
| 7D | -5.3% | -12.2% | +6.9% | +1.7% |
| 30D | -0.5% | -28.2% | +27.6% | +20.0% |
| 3M | -7.1% | -22.1% | +14.9% | +4.9% |
| 6M | +23.8% | -18.1% | +42.0% | +24.8% |
| YTD | -20.7% | +32.7% | -53.4% | -47.9% |
| 1Y | -8.1% | +34.1% | -42.2% | -40.6% |
| 3Y | -21.8% | +176.7% | -198.5% | -77.3% |
| 5Y | -76.8% | +159.9% | -236.7% | -93.0% |
| All | -81.8% | +206.9% | -288.7% | -94.9% |
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