-77.0%
PATH vs SOXQ
+158.0%
-235.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +19.9% |
| 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% | -48.0% |
| 1Y | -8.1% | +34.1% | -42.2% | -40.7% |
| 3Y | -21.8% | +176.7% | -198.5% | -77.6% |
| All | -77.0% | +158.0% | -235.0% | -93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling