+14.7%
MP vs SOXQ
+245.8%
-231.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.7% | -5.0% | -3.4% |
| 7D | +2.3% | +2.9% | -0.6% | -0.3% |
| 30D | -15.3% | -13.6% | -1.7% | -6.5% |
| 3M | -33.5% | -12.5% | -21.0% | -27.6% |
| 6M | -45.5% | -12.4% | -33.1% | -41.7% |
| YTD | -27.3% | +49.6% | -76.9% | -48.0% |
| 1Y | -40.7% | +52.0% | -92.7% | -58.0% |
| 3Y | +145.9% | +199.1% | -53.3% | -8.7% |
| 5Y | -13.9% | +192.6% | -206.5% | -67.7% |
| All | +14.7% | +245.8% | -231.1% | -61.7% |
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