+980.0%
MOD vs SOXQ
+290.2%
+689.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.7% |
| 7D | +3.6% | +5.2% | -1.6% | -1.1% |
| 30D | -2.6% | -0.5% | -2.1% | -2.1% |
| 3M | -33.1% | -5.6% | -27.5% | -29.5% |
| 6M | -7.5% | +53.0% | -60.5% | -36.7% |
| YTD | +39.3% | +68.8% | -29.5% | -12.7% |
| 1Y | +34.3% | +105.7% | -71.5% | -28.6% |
| 3Y | +296.2% | +240.5% | +55.7% | +50.2% |
| 5Y | +1,504.6% | +266.8% | +1,237.8% | +453.4% |
| All | +980.0% | +290.2% | +689.8% | +270.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling