-4.1%
PTC vs SOXQ
+286.7%
-290.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.1% |
| 7D | -7.3% | +0.8% | -8.0% | -7.5% |
| 30D | -11.6% | -4.6% | -7.1% | -10.6% |
| 3M | +10.5% | -10.2% | +20.6% | +11.8% |
| 6M | -17.8% | +49.7% | -67.5% | -34.2% |
| YTD | -24.9% | +67.2% | -92.2% | -43.2% |
| 1Y | -36.8% | +98.0% | -134.8% | -56.1% |
| 3Y | -8.7% | +237.2% | -245.9% | -54.5% |
| 5Y | +4.1% | +261.3% | -257.2% | -51.8% |
| All | -4.1% | +286.7% | -290.8% | -56.5% |
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