-82.1%
PATH vs SOXQ
+227.1%
-309.2%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | -2.3% | -5.7% | +3.4% | +0.4% |
| 30D | -4.8% | -20.5% | +15.6% | +7.8% |
| 3M | -17.7% | -16.6% | -1.1% | -10.9% |
| 6M | +18.9% | -15.0% | +33.9% | +17.9% |
| YTD | -21.7% | +41.5% | -63.2% | -50.6% |
| 1Y | -9.6% | +40.2% | -49.9% | -42.9% |
| 3Y | -25.8% | +183.0% | -208.8% | -78.4% |
| 5Y | -77.1% | +181.3% | -258.4% | -93.4% |
| All | -82.1% | +227.1% | -309.2% | -95.2% |
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