-5.2%
MDB vs SOXQ
+227.1%
-232.3%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.6% | +7.0% | +5.6% |
| 7D | -2.8% | +2.3% | -5.1% | -4.1% |
| 30D | -14.9% | -3.9% | -11.0% | -13.4% |
| 3M | +7.3% | -4.7% | +12.1% | +5.7% |
| 6M | +38.2% | +47.9% | -9.7% | -1.7% |
| YTD | -10.9% | +64.3% | -75.2% | -41.1% |
| 1Y | +11.6% | +95.7% | -84.1% | -35.2% |
| All | -5.2% | +227.1% | -232.3% | -69.2% |
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