-17.8%
MP vs SOXQ
+96.6%
-114.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.6% | -2.9% | -3.6% |
| 7D | -4.6% | +2.3% | -6.9% | -6.1% |
| 30D | -7.1% | -3.9% | -3.2% | -4.5% |
| 3M | -4.0% | -4.7% | +0.7% | -3.1% |
| 6M | -16.7% | +47.9% | -64.5% | -42.2% |
| YTD | +1.6% | +64.3% | -62.7% | -35.6% |
| 1Y | -17.8% | +95.7% | -113.5% | -55.2% |
| All | -17.8% | +96.6% | -114.4% | -55.2% |
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 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