+291.5%
PR vs SOXQ
+245.8%
+45.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.7% | -2.9% | +0.9% |
| 7D | -0.5% | +2.9% | -3.4% | -1.7% |
| 30D | -4.6% | -13.6% | +9.0% | -0.4% |
| 3M | +4.7% | -12.5% | +17.2% | +8.1% |
| 6M | +12.4% | -12.4% | +24.8% | +12.6% |
| YTD | +62.9% | +49.6% | +13.3% | +26.9% |
| 1Y | +70.6% | +52.0% | +18.6% | +31.2% |
| 3Y | +90.0% | +199.1% | -109.1% | -0.7% |
| 5Y | +255.5% | +192.6% | +62.9% | +76.5% |
| All | +291.5% | +245.8% | +45.7% | +105.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling