+72.9%
PBR vs SOXQ
+45.5%
+27.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -3.1% | -3.9% | -7.1% |
| 7D | -11.0% | -12.1% | +1.1% | -11.7% |
| 30D | -18.8% | -22.0% | +3.3% | -19.6% |
| 3M | +7.8% | -15.6% | +23.4% | +7.1% |
| 6M | -7.6% | -2.4% | -5.2% | -7.2% |
| YTD | +72.7% | +45.4% | +27.3% | +73.4% |
| 1Y | +72.9% | +47.7% | +25.3% | +73.8% |
| All | +72.9% | +45.5% | +27.5% | +73.8% |
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