+102.6%
PBR vs SOXQ
+232.9%
-130.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.0% |
| 7D | +5.4% | +0.8% | +4.6% | +5.3% |
| 30D | +22.9% | -4.6% | +27.4% | +23.5% |
| 3M | +19.6% | -10.2% | +29.8% | +20.5% |
| 6M | +16.5% | +49.7% | -33.2% | +7.0% |
| YTD | +86.7% | +67.2% | +19.4% | +67.6% |
| 1Y | +74.7% | +98.0% | -23.3% | +50.9% |
| 3Y | +102.6% | +237.2% | -134.6% | +53.4% |
| All | +102.6% | +232.9% | -130.3% | +53.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling