-14.8%
PNR vs SOXQ
+232.9%
-247.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.0% | -0.8% |
| 7D | -6.0% | +0.8% | -6.8% | -6.3% |
| 30D | -14.0% | -4.6% | -9.4% | -13.0% |
| 3M | -21.7% | -10.2% | -11.5% | -20.2% |
| 6M | -37.3% | +49.7% | -86.9% | -47.4% |
| YTD | -45.1% | +67.2% | -112.4% | -55.9% |
| 1Y | -49.1% | +98.0% | -147.1% | -61.8% |
| 3Y | -14.8% | +237.2% | -252.0% | -52.7% |
| All | -14.8% | +232.9% | -247.7% | -52.7% |
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