+43.1%
MOD vs SOXQ
+111.3%
-68.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.4% | +0.9% | +0.9% |
| 7D | +9.6% | +2.3% | +7.2% | +7.0% |
| 30D | 0.0% | -2.3% | +2.3% | +2.4% |
| 3M | -35.4% | -13.8% | -21.6% | -25.6% |
| 6M | -7.3% | +48.6% | -55.9% | -41.0% |
| YTD | +45.8% | +66.0% | -20.2% | -19.3% |
| 1Y | +43.1% | +107.9% | -64.7% | -43.8% |
| All | +43.1% | +111.3% | -68.2% | -43.8% |
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 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