-46.5%
MSTR vs SOXQ
+45.6%
-92.1%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.5% | +1.0% | -0.5% |
| 7D | -13.4% | +8.2% | -21.6% | -17.5% |
| 30D | -22.1% | -13.2% | -8.9% | -15.7% |
| 3M | +15.0% | -18.5% | +33.5% | +28.9% |
| 6M | -37.3% | -15.4% | -21.9% | -35.7% |
| YTD | -26.5% | +43.6% | -70.1% | -52.3% |
| 1Y | -46.5% | +49.2% | -95.7% | -66.1% |
| All | -46.5% | +45.6% | -92.1% | -66.1% |
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