+3.9%
MCHP vs SOXQ
+279.9%
-276.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.7% | +0.5% |
| 7D | -2.1% | +2.3% | -4.4% | -4.3% |
| 30D | -11.1% | -3.9% | -7.2% | -8.1% |
| 3M | -18.1% | -4.7% | -13.4% | -15.0% |
| 6M | +10.8% | +47.9% | -37.1% | -25.8% |
| YTD | +14.2% | +64.3% | -50.1% | -31.6% |
| 1Y | +13.5% | +95.7% | -82.2% | -43.3% |
| 3Y | -2.0% | +231.5% | -233.5% | -71.5% |
| 5Y | +1.4% | +255.0% | -253.6% | -72.5% |
| All | +3.9% | +279.9% | -276.0% | -73.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling