+18.7%
PATH vs SOXQ
+106.1%
-87.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +1.3% | -9.1% | -7.8% |
| 7D | -22.8% | +5.3% | -28.1% | -23.0% |
| 30D | -6.9% | -3.7% | -3.2% | -6.6% |
| 3M | +25.4% | -7.8% | +33.2% | +25.2% |
| 6M | +18.1% | +58.4% | -40.2% | -1.7% |
| YTD | -14.5% | +68.1% | -82.7% | -34.2% |
| 1Y | +18.7% | +105.4% | -86.6% | -28.6% |
| All | +18.7% | +106.1% | -87.4% | -28.6% |
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