+22.5%
MA vs SOXQ
+45.5%
-23.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.1% | +7.1% | +3.5% |
| 7D | +10.2% | -12.1% | +22.3% | +8.6% |
| 30D | +19.3% | -22.0% | +41.4% | +16.1% |
| 3M | +18.0% | -15.6% | +33.5% | +16.0% |
| 6M | +33.7% | -2.4% | +36.1% | +30.1% |
| YTD | +18.6% | +45.4% | -26.8% | +12.8% |
| 1Y | +22.5% | +47.7% | -25.2% | +15.5% |
| All | +22.5% | +45.5% | -23.0% | +15.5% |
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