-3.8%
PTEN vs SOXQ
+232.9%
-236.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.0% |
| 7D | +3.5% | +0.8% | +2.7% | +3.2% |
| 30D | +17.5% | -4.6% | +22.1% | +19.4% |
| 3M | +12.7% | -10.2% | +22.9% | +15.2% |
| 6M | +33.1% | +49.7% | -16.6% | +4.9% |
| YTD | +116.4% | +67.2% | +49.2% | +59.7% |
| 1Y | +141.2% | +98.0% | +43.2% | +61.3% |
| 3Y | -3.8% | +237.2% | -241.0% | -49.4% |
| All | -3.8% | +232.9% | -236.7% | -49.4% |
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