+193.4%
MAGS vs SOXQ
+285.0%
-91.6%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.2% |
| 7D | +0.6% | +0.8% | -0.1% | +0.3% |
| 30D | +3.2% | -4.6% | +7.8% | +5.2% |
| 3M | +7.7% | -10.2% | +17.8% | +10.6% |
| 6M | +12.5% | +49.7% | -37.2% | -14.3% |
| YTD | +6.0% | +67.2% | -61.3% | -24.7% |
| 1Y | +14.4% | +98.0% | -83.6% | -26.9% |
| 3Y | +127.5% | +237.2% | -109.6% | +4.3% |
| All | +193.4% | +285.0% | -91.6% | +28.6% |
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