+287.2%
MSTR vs SOXQ
+235.9%
+51.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -3.1% |
| 7D | +7.7% | +5.2% | +2.5% | +3.3% |
| 30D | +36.3% | -0.5% | +36.9% | +36.8% |
| 3M | +13.4% | -5.6% | +19.0% | +13.8% |
| 6M | -4.5% | +53.0% | -57.5% | -40.0% |
| YTD | -12.7% | +68.8% | -81.4% | -49.9% |
| 1Y | -59.6% | +105.7% | -165.3% | -80.8% |
| All | +287.2% | +235.9% | +51.3% | +44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling