+57.9%
PSLV vs SOXQ
+111.3%
-53.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.4% | -4.5% | -2.8% |
| 7D | -0.6% | +2.3% | -3.0% | -1.8% |
| 30D | +7.3% | -2.3% | +9.5% | +8.3% |
| 3M | -7.4% | -13.8% | +6.3% | -2.1% |
| 6M | -20.3% | +48.6% | -68.9% | -41.1% |
| YTD | -8.2% | +66.0% | -74.2% | -33.6% |
| 1Y | +57.9% | +107.9% | -49.9% | +9.3% |
| All | +57.9% | +111.3% | -53.4% | +9.3% |
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