-10.8%
MDLN vs SOXQ
+68.1%
-78.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.4% | -3.4% | +0.2% |
| 7D | +3.7% | +2.3% | +1.4% | +3.8% |
| 30D | -0.2% | -2.3% | +2.0% | -0.2% |
| 3M | +6.2% | -13.8% | +20.0% | +5.2% |
| 6M | -14.7% | +48.6% | -63.3% | -19.9% |
| YTD | -12.9% | +66.0% | -78.9% | -15.0% |
| All | -10.8% | +68.1% | -78.9% | -11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling