+88.5%
MA vs SOXQ
+176.1%
-87.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.8% | +2.0% |
| 7D | +1.3% | +8.2% | -6.9% | -0.3% |
| 30D | +9.6% | -13.2% | +22.8% | +12.1% |
| 3M | +16.8% | -18.5% | +35.3% | +20.6% |
| 6M | +35.2% | -15.4% | +50.6% | +35.2% |
| YTD | +16.6% | +43.6% | -27.0% | -1.5% |
| 1Y | +19.8% | +49.2% | -29.5% | -0.3% |
| 3Y | +70.7% | +190.2% | -119.5% | +2.6% |
| All | +88.5% | +176.1% | -87.6% | +7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling