+21.1%
PL vs SOXQ
+158.0%
-136.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +3.9% | +6.5% | +7.2% |
| 7D | -6.8% | -12.2% | +5.4% | +3.7% |
| 30D | -29.3% | -28.2% | -1.1% | -7.5% |
| 3M | -44.8% | -22.1% | -22.7% | -32.4% |
| 6M | -68.4% | -18.1% | -50.2% | -62.5% |
| YTD | -36.4% | +32.7% | -69.1% | -49.0% |
| 1Y | +0.7% | +34.1% | -33.4% | -20.0% |
| 3Y | +455.3% | +176.7% | +278.6% | +151.2% |
| All | +21.1% | +158.0% | -136.8% | -41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling