+73.5%
MSFT vs SOXQ
+251.3%
-177.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +1.1% |
| 7D | -3.5% | +2.3% | -5.8% | -4.4% |
| 30D | -2.1% | -3.9% | +1.8% | -0.9% |
| 3M | +24.2% | -4.7% | +28.9% | +22.9% |
| 6M | +21.9% | +47.9% | -26.0% | -2.4% |
| YTD | +2.5% | +64.3% | -61.9% | -22.4% |
| 1Y | -0.8% | +95.7% | -96.5% | -31.5% |
| 3Y | +50.8% | +231.5% | -180.7% | -26.5% |
| 5Y | +73.5% | +255.0% | -181.5% | -21.4% |
| All | +73.5% | +251.3% | -177.8% | -21.4% |
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