+2.5%
PTC vs SOXQ
+251.3%
-248.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | +0.7% |
| 7D | -14.2% | +2.3% | -16.6% | -15.0% |
| 30D | -14.4% | -3.9% | -10.5% | -13.6% |
| 3M | -4.7% | -4.7% | 0.0% | -6.3% |
| 6M | -19.3% | +47.9% | -67.2% | -35.2% |
| YTD | -26.1% | +64.3% | -90.4% | -43.8% |
| 1Y | -37.1% | +95.7% | -132.8% | -56.2% |
| 3Y | -10.4% | +231.5% | -241.9% | -55.3% |
| 5Y | +2.5% | +255.0% | -252.5% | -52.8% |
| All | +2.5% | +251.3% | -248.8% | -52.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling