+41.0%
MAS vs SOXQ
+158.0%
-117.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.9% | -5.8% | -3.2% |
| 7D | +2.0% | -12.2% | +14.2% | +6.0% |
| 30D | +19.4% | -28.2% | +47.6% | +32.1% |
| 3M | +9.4% | -22.1% | +31.5% | +17.2% |
| 6M | +15.3% | -18.1% | +33.5% | +18.4% |
| YTD | +31.3% | +32.7% | -1.4% | +10.9% |
| 1Y | +34.9% | +34.1% | +0.7% | +13.0% |
| 3Y | +58.6% | +176.7% | -118.1% | -10.0% |
| All | +41.0% | +158.0% | -117.0% | -22.0% |
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 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