+2,575.4%
SOXX vs PCG
+73.3%
+2,502.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.3% | +4.9% | +1.4% |
| 7D | +6.1% | +6.5% | -0.4% | +4.9% |
| 30D | +0.5% | -16.7% | +17.2% | +3.0% |
| 3M | -5.3% | -14.2% | +8.8% | -3.6% |
| 6M | +58.3% | -21.5% | +79.8% | +63.4% |
| YTD | +76.8% | -11.2% | +88.0% | +78.3% |
| 1Y | +114.6% | -4.2% | +118.8% | +113.1% |
| 3Y | +229.6% | -14.9% | +244.5% | +231.2% |
| 5Y | +257.3% | +54.2% | +203.1% | +221.9% |
| 10Y | +1,583.2% | -75.3% | +1,658.6% | +1,788.2% |
| All | +2,575.4% | +73.3% | +2,502.1% | +1,261.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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