+82.0%
PL vs SOXQ
+283.8%
-201.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.4% | -4.6% | -3.9% |
| 7D | -9.3% | +2.3% | -11.7% | -11.0% |
| 30D | -18.9% | -2.3% | -16.7% | -17.5% |
| 3M | -58.4% | -13.8% | -44.6% | -53.1% |
| 6M | -30.3% | +48.6% | -78.9% | -48.5% |
| YTD | -8.1% | +66.0% | -74.1% | -37.7% |
| 1Y | +180.5% | +107.9% | +72.6% | +60.0% |
| 3Y | +444.1% | +224.1% | +220.0% | +123.7% |
| 5Y | +83.0% | +256.6% | -173.6% | -26.0% |
| All | +82.0% | +283.8% | -201.7% | -26.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling