+32.4%
PWR vs SOXQ
+45.5%
-13.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -3.1% | -8.5% | -9.6% |
| 7D | -4.4% | -12.1% | +7.7% | +3.9% |
| 30D | -15.1% | -22.0% | +7.0% | -0.3% |
| 3M | -16.2% | -15.6% | -0.7% | -6.7% |
| 6M | -23.3% | -2.4% | -21.0% | -24.7% |
| YTD | +37.6% | +45.4% | -7.8% | +0.2% |
| 1Y | +32.4% | +47.7% | -15.3% | -4.2% |
| All | +32.4% | +45.5% | -13.1% | -4.2% |
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