-32.6%
MOD vs SOXQ
+45.5%
-78.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | -3.1% | -18.3% | -18.1% |
| 7D | -31.3% | -12.1% | -19.2% | -20.9% |
| 30D | -46.1% | -22.0% | -24.1% | -29.4% |
| 3M | -51.1% | -15.6% | -35.6% | -41.1% |
| 6M | -62.1% | -2.4% | -59.7% | -62.0% |
| YTD | -26.2% | +45.4% | -71.5% | -54.9% |
| 1Y | -32.6% | +47.7% | -80.2% | -58.6% |
| All | -32.6% | +45.5% | -78.0% | -58.6% |
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