-75.2%
PATH vs SOXQ
+176.1%
-251.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.8% | +3.3% |
| 7D | +2.1% | +8.2% | -6.1% | -3.0% |
| 30D | +1.6% | -13.2% | +14.8% | +8.9% |
| 3M | -20.4% | -18.5% | -1.9% | -12.6% |
| 6M | +40.1% | -15.4% | +55.6% | +39.8% |
| YTD | -19.0% | +43.6% | -62.6% | -49.5% |
| 1Y | -5.8% | +49.2% | -55.1% | -43.4% |
| 3Y | -22.9% | +190.2% | -213.1% | -78.3% |
| All | -75.2% | +176.1% | -251.3% | -92.9% |
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