-36.6%
MOH vs SOXQ
+232.9%
-269.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +2.1% |
| 7D | +1.7% | +0.8% | +1.0% | +1.8% |
| 30D | -0.9% | -4.6% | +3.7% | -1.1% |
| 3M | +5.7% | -10.2% | +15.9% | +5.4% |
| 6M | +39.1% | +49.7% | -10.5% | +42.7% |
| YTD | +17.7% | +67.2% | -49.6% | +21.7% |
| 1Y | +8.4% | +98.0% | -89.6% | +13.0% |
| 3Y | -36.6% | +237.2% | -273.7% | -33.9% |
| All | -36.6% | +232.9% | -269.5% | -33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling