+23.0%
MMM vs SOXQ
+45.5%
-22.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -3.1% | +12.7% | +9.8% |
| 7D | +12.2% | -12.1% | +24.3% | +13.6% |
| 30D | +18.8% | -22.0% | +40.9% | +21.9% |
| 3M | +7.4% | -15.6% | +22.9% | +8.9% |
| 6M | +38.3% | -2.4% | +40.7% | +33.9% |
| YTD | +22.9% | +45.4% | -22.5% | +8.3% |
| 1Y | +23.0% | +47.7% | -24.7% | +7.6% |
| All | +23.0% | +45.5% | -22.5% | +7.6% |
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 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