+84.9%
PTEN vs SOXQ
+45.5%
+39.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.1% | -6.2% | -9.2% |
| 7D | -15.5% | -12.1% | -3.4% | -15.1% |
| 30D | -7.8% | -22.0% | +14.3% | -7.2% |
| 3M | +6.4% | -15.6% | +22.0% | +6.8% |
| 6M | -11.9% | -2.4% | -9.5% | -9.7% |
| YTD | +79.4% | +45.4% | +34.0% | +77.0% |
| 1Y | +84.9% | +47.7% | +37.2% | +82.2% |
| All | +84.9% | +45.5% | +39.5% | +82.2% |
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