-8.1%
PATH vs SOXQ
+30.6%
-38.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.9% | -4.0% | +0.1% |
| 7D | -5.3% | -12.2% | +6.9% | -6.1% |
| 30D | -0.5% | -28.2% | +27.6% | -3.2% |
| 3M | -7.1% | -22.1% | +14.9% | -8.5% |
| 6M | +23.8% | -18.1% | +42.0% | +22.3% |
| YTD | -20.7% | +32.7% | -53.4% | -26.3% |
| 1Y | -8.1% | +34.1% | -42.2% | -14.0% |
| All | -8.1% | +30.6% | -38.6% | -14.0% |
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