+73.2%
MSFU vs SOXQ
+373.2%
-300.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.6% | +0.2% |
| 7D | -1.8% | +0.8% | -2.5% | -2.2% |
| 30D | +0.5% | -4.6% | +5.1% | +2.5% |
| 3M | +51.9% | -10.2% | +62.0% | +54.1% |
| 6M | +35.0% | +49.7% | -14.7% | -5.9% |
| YTD | -9.0% | +67.2% | -76.3% | -42.1% |
| 1Y | -18.8% | +98.0% | -116.8% | -55.0% |
| 3Y | +25.5% | +237.2% | -211.7% | -57.3% |
| All | +73.2% | +373.2% | -300.1% | -58.9% |
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