-3.0%
MDLN vs SOXQ
+29.4%
-32.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -12.1% | +10.7% | -2.2% |
| 7D | +24.2% | -21.6% | +45.9% | +22.7% |
| 30D | +11.8% | -31.7% | +43.6% | +10.0% |
| 3M | +8.4% | -24.8% | +33.2% | +7.2% |
| 6M | -12.3% | -17.7% | +5.4% | -14.4% |
| YTD | -5.3% | +27.7% | -33.1% | -8.7% |
| All | -3.0% | +29.4% | -32.4% | -4.8% |
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