-29.7%
MOD vs SOXQ
+49.6%
-79.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.7% | -2.2% | -2.5% |
| 7D | +8.2% | +2.9% | +5.3% | +4.4% |
| 30D | -38.2% | -13.6% | -24.5% | -27.6% |
| 3M | -46.2% | -12.5% | -33.7% | -37.8% |
| 6M | -62.5% | -12.4% | -50.2% | -57.8% |
| YTD | -20.1% | +49.6% | -69.7% | -54.0% |
| 1Y | -29.7% | +52.0% | -81.6% | -59.1% |
| All | -29.7% | +49.6% | -79.3% | -59.1% |
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