+38.7%
PL vs SOXQ
+231.9%
-193.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.8% | +2.1% |
| 7D | +10.0% | +8.2% | +1.9% | +3.5% |
| 30D | -2.3% | -13.2% | +10.9% | +9.4% |
| 3M | -44.2% | -18.5% | -25.7% | -34.4% |
| 6M | -66.1% | -15.4% | -50.7% | -61.1% |
| YTD | -30.0% | +43.6% | -73.5% | -46.7% |
| 1Y | +21.0% | +49.2% | -28.2% | -10.9% |
| 3Y | +516.5% | +190.2% | +326.3% | +178.1% |
| 5Y | +32.0% | +178.2% | -146.2% | -40.1% |
| All | +38.7% | +231.9% | -193.2% | -36.6% |
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