+311.6%
PR vs SOXQ
+290.2%
+21.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.3% |
| 7D | -0.8% | +5.2% | -6.1% | -2.6% |
| 30D | +11.3% | -0.5% | +11.8% | +11.2% |
| 3M | +24.1% | -5.6% | +29.7% | +23.7% |
| 6M | +25.4% | +53.0% | -27.7% | -0.1% |
| YTD | +71.2% | +68.8% | +2.4% | +29.5% |
| 1Y | +78.6% | +105.7% | -27.1% | +21.4% |
| 3Y | +85.2% | +240.5% | -155.2% | -6.7% |
| 5Y | +419.0% | +266.8% | +152.2% | +151.8% |
| All | +311.6% | +290.2% | +21.4% | +109.5% |
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