+5.4%
MMM vs SOXQ
+98.3%
-93.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.5% | +1.1% |
| 7D | -2.1% | +0.8% | -2.9% | -2.2% |
| 30D | -9.8% | -4.6% | -5.3% | -9.4% |
| 3M | +4.9% | -10.2% | +15.1% | +5.7% |
| 6M | +7.3% | +49.7% | -42.3% | -3.0% |
| YTD | +4.5% | +67.2% | -62.8% | -7.4% |
| 1Y | +5.4% | +98.0% | -92.6% | -8.6% |
| All | +5.4% | +98.3% | -93.0% | -8.6% |
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