+69.6%
MP vs SOXQ
+290.2%
-220.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.2% |
| 7D | -0.7% | +5.2% | -6.0% | -4.4% |
| 30D | -0.7% | -0.5% | -0.1% | -0.5% |
| 3M | 0.0% | -5.6% | +5.6% | +2.8% |
| 6M | -10.0% | +53.0% | -63.0% | -35.7% |
| YTD | +7.5% | +68.8% | -61.3% | -28.8% |
| 1Y | -14.0% | +105.7% | -119.8% | -51.1% |
| 3Y | +153.5% | +240.5% | -87.0% | -13.9% |
| 5Y | +62.7% | +266.8% | -204.0% | -48.0% |
| All | +69.6% | +290.2% | -220.6% | -47.6% |
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