-71.6%
PSKY vs SOXQ
+286.7%
-358.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +1.6% |
| 7D | -2.4% | +0.8% | -3.2% | -2.6% |
| 30D | +11.6% | -4.6% | +16.2% | +12.9% |
| 3M | +1.5% | -10.2% | +11.7% | +3.2% |
| 6M | +7.7% | +49.7% | -42.0% | -8.7% |
| YTD | -20.1% | +67.2% | -87.4% | -35.5% |
| 1Y | -38.3% | +98.0% | -136.3% | -53.6% |
| 3Y | -17.7% | +237.2% | -254.9% | -55.9% |
| 5Y | -69.9% | +261.3% | -331.2% | -86.0% |
| All | -71.6% | +286.7% | -358.3% | -87.1% |
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 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