+43.7%
MDY vs SOXQ
+286.7%
-243.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.2% |
| 7D | -1.9% | +0.8% | -2.6% | -2.1% |
| 30D | -4.6% | -4.6% | -0.1% | -3.2% |
| 3M | -1.2% | -10.2% | +8.9% | +1.2% |
| 6M | +9.2% | +49.7% | -40.5% | -9.7% |
| YTD | +13.1% | +67.2% | -54.2% | -10.9% |
| 1Y | +13.0% | +98.0% | -85.0% | -17.4% |
| 3Y | +49.2% | +237.2% | -187.9% | -17.5% |
| 5Y | +47.2% | +261.3% | -214.0% | -24.1% |
| All | +43.7% | +286.7% | -243.0% | -26.6% |
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