+56.3%
PRU vs SOXQ
+189.0%
-132.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.5% | +4.4% | +1.5% |
| 7D | +3.6% | +8.2% | -4.6% | +2.3% |
| 30D | +8.9% | -13.2% | +22.0% | +10.9% |
| 3M | +0.2% | -18.5% | +18.7% | +2.9% |
| 6M | +23.7% | -15.4% | +39.2% | +23.9% |
| YTD | +13.7% | +43.6% | -29.8% | -0.9% |
| 1Y | +20.6% | +49.2% | -28.6% | +3.9% |
| 3Y | +56.3% | +190.2% | -133.9% | +5.9% |
| All | +56.3% | +189.0% | -132.6% | +5.9% |
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 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