-0.4%
PL vs SOXQ
+45.5%
-45.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.1% | -3.3% | -3.8% |
| 7D | -11.7% | -12.1% | +0.4% | -1.7% |
| 30D | -27.1% | -22.0% | -5.1% | -10.4% |
| 3M | -44.6% | -15.6% | -29.0% | -36.2% |
| 6M | -67.2% | -2.4% | -64.8% | -64.8% |
| YTD | -35.9% | +45.4% | -81.2% | -48.9% |
| 1Y | -0.4% | +47.7% | -48.1% | -24.8% |
| All | -0.4% | +45.5% | -45.8% | -24.8% |
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