+89.0%
MGY vs SOXQ
+258.1%
-169.1%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.3% |
| 7D | +3.5% | +0.8% | +2.8% | +3.3% |
| 30D | +5.3% | -4.6% | +9.8% | +6.5% |
| 3M | +2.6% | -10.2% | +12.8% | +4.3% |
| 6M | -3.3% | +49.7% | -53.0% | -19.4% |
| YTD | +29.2% | +67.2% | -38.0% | +2.6% |
| 1Y | +18.0% | +98.0% | -80.0% | -13.1% |
| 3Y | +30.0% | +237.2% | -207.1% | -26.7% |
| All | +89.0% | +258.1% | -169.1% | +3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling