+87.0%
PR vs SOXQ
+45.5%
+41.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.1% | -3.4% | -6.8% |
| 7D | -12.1% | -12.1% | 0.0% | -13.0% |
| 30D | +0.9% | -22.0% | +22.9% | -1.2% |
| 3M | +10.1% | -15.6% | +25.7% | +8.8% |
| 6M | +1.1% | -2.4% | +3.5% | +3.7% |
| YTD | +63.7% | +45.4% | +18.3% | +76.1% |
| 1Y | +87.0% | +47.7% | +39.3% | +103.9% |
| All | +87.0% | +45.5% | +41.6% | +103.9% |
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