+133.7%
MSI vs SOXQ
+286.7%
-152.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.1% |
| 7D | -0.4% | +0.8% | -1.2% | -0.6% |
| 30D | -0.8% | -4.6% | +3.8% | 0.0% |
| 3M | +13.9% | -10.2% | +24.1% | +15.3% |
| 6M | +1.3% | +49.7% | -48.3% | -10.7% |
| YTD | +22.3% | +67.2% | -44.9% | +4.3% |
| 1Y | -3.9% | +98.0% | -101.9% | -22.3% |
| 3Y | +69.9% | +237.2% | -167.3% | +9.5% |
| 5Y | +103.8% | +261.3% | -157.5% | +25.4% |
| All | +133.7% | +286.7% | -152.9% | +42.3% |
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 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