+9.1%
PSLV vs SOXQ
+45.5%
-36.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -3.1% | +9.1% | +7.6% |
| 7D | -2.6% | -12.1% | +9.5% | +3.9% |
| 30D | -14.2% | -22.0% | +7.9% | -2.5% |
| 3M | -12.2% | -15.6% | +3.3% | -4.6% |
| 6M | -28.1% | -2.4% | -25.7% | -32.6% |
| YTD | -28.2% | +45.4% | -73.6% | -47.6% |
| 1Y | +9.1% | +47.7% | -38.6% | -20.6% |
| All | +9.1% | +45.5% | -36.3% | -20.6% |
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