-23.3%
MOS vs SOXQ
+237.4%
-260.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +2.3% |
| 7D | +7.1% | +5.3% | +1.8% | +5.9% |
| 30D | +15.0% | -3.7% | +18.8% | +15.8% |
| 3M | +24.1% | -7.8% | +31.9% | +25.2% |
| 6M | +2.7% | +58.4% | -55.7% | -10.2% |
| YTD | +12.2% | +68.1% | -56.0% | -3.9% |
| 1Y | -16.3% | +105.4% | -121.7% | -32.4% |
| 3Y | -23.3% | +239.2% | -262.5% | -51.2% |
| All | -23.3% | +237.4% | -260.7% | -51.2% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling