+145.7%
MP vs SOXQ
+201.0%
-55.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.7% | -5.0% | -2.7% |
| 7D | +2.3% | +2.9% | -0.6% | +0.1% |
| 30D | -15.3% | -13.6% | -1.7% | -7.9% |
| 3M | -33.5% | -12.5% | -21.0% | -28.5% |
| 6M | -45.5% | -12.4% | -33.1% | -42.0% |
| YTD | -27.3% | +49.6% | -76.9% | -43.3% |
| 1Y | -40.7% | +52.0% | -92.7% | -54.1% |
| All | +145.7% | +201.0% | -55.3% | +12.3% |
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