+9.0%
MSFT vs SOXQ
+45.5%
-36.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -3.1% | +9.8% | +6.8% |
| 7D | +4.7% | -12.1% | +16.8% | +5.4% |
| 30D | +5.8% | -22.0% | +27.9% | +7.0% |
| 3M | +13.0% | -15.6% | +28.6% | +13.9% |
| 6M | +34.9% | -2.4% | +37.3% | +29.9% |
| YTD | +15.7% | +45.4% | -29.7% | +3.5% |
| 1Y | +9.0% | +47.7% | -38.7% | -3.3% |
| All | +9.0% | +45.5% | -36.5% | -3.3% |
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 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