+14.4%
MAGS vs SOXQ
+98.3%
-84.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.6% |
| 7D | +0.6% | +0.8% | -0.1% | +0.4% |
| 30D | +3.2% | -4.6% | +7.8% | +4.3% |
| 3M | +7.7% | -10.2% | +17.8% | +9.2% |
| 6M | +12.5% | +49.7% | -37.2% | -8.4% |
| YTD | +6.0% | +67.2% | -61.3% | -18.0% |
| 1Y | +14.4% | +98.0% | -83.6% | -16.4% |
| All | +14.4% | +98.3% | -84.0% | -16.4% |
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