-10.0%
PTC vs SOXQ
+235.9%
-246.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.3% |
| 7D | -13.6% | +5.2% | -18.8% | -14.3% |
| 30D | -14.7% | -0.5% | -14.1% | -14.7% |
| 3M | -5.9% | -5.6% | -0.3% | -6.5% |
| 6M | -21.1% | +53.0% | -74.2% | -33.1% |
| YTD | -26.0% | +68.8% | -94.8% | -39.6% |
| 1Y | -36.8% | +105.7% | -142.6% | -52.2% |
| All | -10.0% | +235.9% | -246.0% | -48.4% |
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