+5.3%
PPG vs SOXQ
+111.3%
-106.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.4% | -1.7% | +1.0% |
| 7D | -1.5% | +2.3% | -3.8% | -1.9% |
| 30D | -5.0% | -2.3% | -2.7% | -4.6% |
| 3M | +1.1% | -13.8% | +14.9% | +2.6% |
| 6M | -3.2% | +48.6% | -51.8% | -13.9% |
| YTD | +11.9% | +66.0% | -54.1% | -1.3% |
| 1Y | +5.3% | +107.9% | -102.6% | -12.7% |
| All | +5.3% | +111.3% | -106.0% | -12.7% |
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 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