-44.6%
PNR vs SOXQ
+111.3%
-156.0%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.0% | -0.2% |
| 7D | -2.4% | +2.3% | -4.7% | -2.8% |
| 30D | -12.8% | -2.3% | -10.5% | -12.5% |
| 3M | -17.0% | -13.8% | -3.2% | -15.3% |
| 6M | -37.4% | +48.6% | -86.0% | -46.8% |
| YTD | -41.6% | +66.0% | -107.6% | -51.6% |
| 1Y | -44.6% | +107.9% | -152.5% | -58.9% |
| All | -44.6% | +111.3% | -156.0% | -58.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling