+455.3%
PL vs SOXQ
+175.4%
+279.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +3.9% | +6.5% | +7.1% |
| 7D | -6.8% | -12.2% | +5.4% | +4.2% |
| 30D | -29.3% | -28.2% | -1.1% | -6.4% |
| 3M | -44.8% | -22.1% | -22.7% | -31.8% |
| 6M | -68.4% | -18.1% | -50.2% | -62.3% |
| YTD | -36.4% | +32.7% | -69.1% | -49.7% |
| 1Y | +0.7% | +34.1% | -33.4% | -21.2% |
| 3Y | +455.3% | +176.7% | +278.6% | +124.0% |
| All | +455.3% | +175.4% | +279.9% | +124.0% |
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