+55.3%
PPL vs SOXQ
+237.4%
-182.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | 0.0% |
| 7D | +1.8% | +5.3% | -3.5% | +1.9% |
| 30D | -1.1% | -3.7% | +2.6% | -1.2% |
| 3M | 0.0% | -7.8% | +7.9% | -0.1% |
| 6M | -7.6% | +58.4% | -66.0% | -6.7% |
| YTD | +1.7% | +68.1% | -66.4% | +2.9% |
| 1Y | +1.5% | +105.4% | -103.8% | +3.1% |
| 3Y | +55.3% | +239.2% | -184.0% | +49.0% |
| All | +55.3% | +237.4% | -182.2% | +49.0% |
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 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