-87.2%
MSTU vs SOXQ
+45.5%
-132.6%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -3.1% | +13.4% | +13.9% |
| 7D | -4.8% | -12.1% | +7.2% | +11.0% |
| 30D | -29.6% | -22.0% | -7.5% | -4.7% |
| 3M | +69.4% | -15.6% | +85.0% | +111.8% |
| 6M | -62.2% | -2.4% | -59.9% | -68.4% |
| YTD | -61.1% | +45.4% | -106.4% | -83.6% |
| 1Y | -87.2% | +47.7% | -134.8% | -94.7% |
| All | -87.2% | +45.5% | -132.6% | -94.7% |
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