+49.2%
MDY vs SOXQ
+232.9%
-183.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.3% |
| 7D | -1.9% | +0.8% | -2.6% | -2.1% |
| 30D | -4.6% | -4.6% | -0.1% | -3.4% |
| 3M | -1.2% | -10.2% | +8.9% | +0.9% |
| 6M | +9.2% | +49.7% | -40.5% | -7.6% |
| YTD | +13.1% | +67.2% | -54.2% | -8.3% |
| 1Y | +13.0% | +98.0% | -85.0% | -14.2% |
| 3Y | +49.2% | +237.2% | -187.9% | -13.8% |
| All | +49.2% | +232.9% | -183.7% | -13.8% |
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 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