+55.3%
PNC vs SOXQ
+279.9%
-224.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.6% | +1.6% |
| 7D | -0.9% | +2.3% | -3.2% | -1.5% |
| 30D | -4.4% | -3.9% | -0.5% | -3.6% |
| 3M | +5.3% | -4.7% | +10.0% | +4.8% |
| 6M | +19.6% | +47.9% | -28.3% | +2.3% |
| YTD | +19.1% | +64.3% | -45.2% | -1.8% |
| 1Y | +24.3% | +95.7% | -71.4% | -4.0% |
| 3Y | +132.2% | +231.5% | -99.3% | +40.8% |
| 5Y | +52.3% | +255.0% | -202.7% | -13.8% |
| All | +55.3% | +279.9% | -224.6% | -12.9% |
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