+18.8%
PGR vs SOXQ
+29.4%
-10.6%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -12.1% | +11.4% | -3.4% |
| 7D | +1.3% | -21.6% | +22.9% | -4.1% |
| 30D | +10.0% | -31.7% | +41.7% | +0.9% |
| 3M | +9.6% | -24.8% | +34.4% | +3.4% |
| 6M | +18.0% | -17.7% | +35.6% | +13.9% |
| YTD | +9.0% | +27.7% | -18.7% | +14.7% |
| 1Y | +18.8% | +26.0% | -7.2% | +24.5% |
| All | +18.8% | +29.4% | -10.6% | +24.5% |
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