-0.8%
MSFT vs SOXX
+117.6%
-118.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.5% | -5.6% | -2.2% |
| 7D | -2.7% | +2.2% | -4.9% | -2.8% |
| 30D | +2.7% | -2.0% | +4.7% | +2.8% |
| 3M | +17.0% | -13.7% | +30.7% | +15.6% |
| 6M | +23.8% | +52.4% | -28.6% | +12.5% |
| YTD | +4.0% | +72.8% | -68.8% | -7.7% |
| 1Y | -0.8% | +113.9% | -114.7% | -9.0% |
| All | -0.8% | +117.6% | -118.4% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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