+69.9%
PFG vs SOXQ
+227.1%
-157.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.5% | +1.3% |
| 7D | -3.0% | +2.3% | -5.3% | -3.4% |
| 30D | +2.5% | -3.9% | +6.4% | +3.1% |
| 3M | +6.1% | -4.7% | +10.8% | +5.4% |
| 6M | +31.3% | +47.9% | -16.6% | +14.8% |
| YTD | +33.6% | +64.3% | -30.8% | +13.1% |
| 1Y | +48.5% | +95.7% | -47.2% | +19.0% |
| All | +69.9% | +227.1% | -157.2% | +7.4% |
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