+8.4%
MDB vs SOXQ
+286.7%
-278.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.8% | -4.9% | -4.5% |
| 7D | -1.8% | +0.8% | -2.5% | -2.6% |
| 30D | -17.3% | -4.6% | -12.7% | -14.8% |
| 3M | +2.2% | -10.2% | +12.4% | +5.3% |
| 6M | +33.9% | +49.7% | -15.8% | -16.5% |
| YTD | -13.7% | +67.2% | -80.9% | -51.6% |
| 1Y | +9.1% | +98.0% | -88.9% | -48.4% |
| 3Y | -8.1% | +237.2% | -245.3% | -77.6% |
| 5Y | -25.9% | +261.3% | -287.2% | -82.0% |
| All | +8.4% | +286.7% | -278.3% | -74.0% |
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