-80.4%
PATH vs SOXQ
+288.7%
-369.2%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +1.3% | -9.1% | -8.6% |
| 7D | -22.8% | +5.3% | -28.1% | -25.7% |
| 30D | -6.9% | -3.7% | -3.2% | -5.4% |
| 3M | +25.4% | -7.8% | +33.2% | +25.3% |
| 6M | +18.1% | +58.4% | -40.2% | -26.2% |
| YTD | -14.5% | +68.1% | -82.7% | -50.3% |
| 1Y | +18.7% | +105.4% | -86.6% | -41.8% |
| 3Y | -24.2% | +239.2% | -263.4% | -79.7% |
| 5Y | -75.2% | +266.9% | -342.1% | -93.9% |
| All | -80.4% | +288.7% | -369.2% | -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