+54.9%
MAS vs SOXQ
+206.9%
-152.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.9% | -5.5% | -2.8% |
| 7D | +2.4% | -12.2% | +14.6% | +6.3% |
| 30D | +19.8% | -28.2% | +48.0% | +32.5% |
| 3M | +9.8% | -22.1% | +31.9% | +17.6% |
| 6M | +15.8% | -18.1% | +33.9% | +18.9% |
| YTD | +31.8% | +32.7% | -0.9% | +11.7% |
| 1Y | +35.4% | +34.1% | +1.2% | +13.7% |
| 3Y | +59.2% | +176.7% | -117.5% | -8.4% |
| 5Y | +41.2% | +159.9% | -118.6% | -21.6% |
| All | +54.9% | +206.9% | -152.0% | -16.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling