+33.1%
MAS vs SOXQ
+288.7%
-255.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.9% |
| 7D | +1.0% | +5.3% | -4.3% | -0.8% |
| 30D | -8.1% | -3.7% | -4.4% | -7.1% |
| 3M | +3.3% | -7.8% | +11.1% | +4.6% |
| 6M | +12.4% | +58.4% | -45.9% | -8.2% |
| YTD | +13.3% | +68.1% | -54.9% | -10.2% |
| 1Y | -4.7% | +105.4% | -110.1% | -30.8% |
| 3Y | +33.0% | +239.2% | -206.3% | -27.3% |
| 5Y | +33.9% | +266.9% | -233.0% | -32.2% |
| All | +33.1% | +288.7% | -255.7% | -33.0% |
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