+0.7%
MCHP vs SOXQ
+232.9%
-232.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +1.9% | +2.0% |
| 7D | 0.0% | +0.8% | -0.7% | -0.7% |
| 30D | -6.0% | -4.6% | -1.5% | -2.2% |
| 3M | -19.7% | -10.2% | -9.5% | -11.9% |
| 6M | +14.0% | +49.7% | -35.6% | -23.7% |
| YTD | +18.4% | +67.2% | -48.8% | -29.5% |
| 1Y | +17.1% | +98.0% | -80.9% | -41.4% |
| 3Y | +0.7% | +237.2% | -236.4% | -72.5% |
| All | +0.7% | +232.9% | -232.2% | -72.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling