+78.3%
PR vs SOXQ
+106.1%
-27.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +1.3% |
| 7D | -0.6% | +5.3% | -5.9% | -0.4% |
| 30D | +17.4% | -3.7% | +21.1% | +17.3% |
| 3M | +21.8% | -7.8% | +29.6% | +21.8% |
| 6M | +27.6% | +58.4% | -30.8% | +28.1% |
| YTD | +71.4% | +68.1% | +3.3% | +70.4% |
| 1Y | +78.3% | +105.4% | -27.0% | +69.1% |
| All | +78.3% | +106.1% | -27.8% | +69.1% |
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