+122.3%
PTEN vs SOXQ
+111.3%
+11.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.4% | -1.3% |
| 7D | +0.7% | +2.3% | -1.6% | +0.5% |
| 30D | +31.2% | -2.3% | +33.5% | +31.4% |
| 3M | +2.0% | -13.8% | +15.8% | +3.3% |
| 6M | +42.4% | +48.6% | -6.2% | +32.8% |
| YTD | +109.2% | +66.0% | +43.2% | +84.0% |
| 1Y | +122.3% | +107.9% | +14.4% | +74.7% |
| All | +122.3% | +111.3% | +11.0% | +74.7% |
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