+577.4%
PWR vs SOXQ
+279.9%
+297.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.3% | +0.2% |
| 7D | -0.2% | +2.3% | -2.5% | -1.6% |
| 30D | -7.7% | -3.9% | -3.8% | -5.7% |
| 3M | -4.9% | -4.7% | -0.2% | -3.0% |
| 6M | +9.7% | +47.9% | -38.2% | -13.5% |
| YTD | +46.7% | +64.3% | -17.6% | +8.9% |
| 1Y | +58.7% | +95.7% | -37.0% | +7.0% |
| 3Y | +200.7% | +231.5% | -30.8% | +51.7% |
| 5Y | +438.6% | +255.0% | +183.6% | +161.2% |
| All | +577.4% | +279.9% | +297.5% | +224.8% |
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