+3.4%
PTC vs SOXQ
+283.8%
-280.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +3.4% | -9.4% | -7.1% |
| 7D | -10.3% | +2.3% | -12.6% | -11.0% |
| 30D | +1.1% | -2.3% | +3.4% | +1.6% |
| 3M | +1.6% | -13.8% | +15.4% | +3.6% |
| 6M | -13.5% | +48.6% | -62.1% | -30.6% |
| YTD | -19.1% | +66.0% | -85.0% | -38.6% |
| 1Y | -33.9% | +107.9% | -141.7% | -55.1% |
| 3Y | -3.9% | +224.1% | -228.1% | -51.1% |
| 5Y | +6.0% | +256.6% | -250.6% | -50.6% |
| All | +3.4% | +283.8% | -280.4% | -53.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling