+21.1%
MSCI vs SOXQ
+279.9%
-258.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.4% | -0.5% |
| 7D | -4.7% | +2.3% | -7.0% | -5.4% |
| 30D | -2.2% | -3.9% | +1.7% | -1.2% |
| 3M | -9.7% | -4.7% | -5.0% | -10.8% |
| 6M | +0.3% | +47.9% | -47.6% | -18.3% |
| YTD | -3.5% | +64.3% | -67.8% | -25.1% |
| 1Y | -1.4% | +95.7% | -97.1% | -29.9% |
| 3Y | +6.6% | +231.5% | -224.9% | -47.8% |
| 5Y | -10.9% | +255.0% | -265.9% | -59.6% |
| All | +21.1% | +279.9% | -258.8% | -46.0% |
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