-92.7%
MSTU vs SOXQ
+111.3%
-204.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.4% | -6.5% | -7.1% |
| 7D | +21.3% | +2.3% | +19.0% | +18.2% |
| 30D | +90.8% | -2.3% | +93.1% | +97.7% |
| 3M | -6.8% | -13.8% | +7.0% | +6.1% |
| 6M | -39.8% | +48.6% | -88.4% | -75.6% |
| YTD | -55.7% | +66.0% | -121.7% | -85.4% |
| 1Y | -92.7% | +107.9% | -200.5% | -98.6% |
| All | -92.7% | +111.3% | -204.0% | -98.6% |
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