+601.0%
MPC vs SOXQ
+176.1%
+424.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.5% | +3.9% | +1.1% |
| 7D | +11.2% | +8.2% | +3.1% | +9.5% |
| 30D | -14.5% | -13.2% | -1.3% | -12.4% |
| 3M | +16.7% | -18.5% | +35.2% | +20.6% |
| 6M | +67.6% | -15.4% | +83.0% | +69.1% |
| YTD | +157.9% | +43.6% | +114.4% | +125.3% |
| 1Y | +116.7% | +49.2% | +67.4% | +86.9% |
| 3Y | +199.8% | +190.2% | +9.6% | +106.1% |
| All | +601.0% | +176.1% | +424.9% | +360.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling