+73.0%
PL vs SOXQ
+290.2%
-217.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.6% |
| 7D | -13.9% | +5.2% | -19.1% | -17.3% |
| 30D | -25.5% | -0.5% | -24.9% | -25.2% |
| 3M | -44.8% | -5.6% | -39.1% | -43.0% |
| 6M | -33.3% | +53.0% | -86.3% | -51.8% |
| YTD | -12.7% | +68.8% | -81.5% | -41.6% |
| 1Y | +90.9% | +105.7% | -14.8% | +9.5% |
| 3Y | +528.5% | +240.5% | +288.0% | +149.2% |
| 5Y | +72.7% | +266.8% | -194.0% | -31.1% |
| All | +73.0% | +290.2% | -217.2% | -30.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling