-30.2%
MSTZ vs SOXQ
+111.3%
-141.6%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.4% | -0.7% | +6.6% |
| 7D | -29.7% | +2.3% | -32.1% | -27.6% |
| 30D | -65.3% | -2.3% | -63.0% | -65.6% |
| 3M | -57.3% | -13.8% | -43.6% | -61.1% |
| 6M | -61.6% | +48.6% | -110.3% | +1.2% |
| YTD | -78.3% | +66.0% | -144.3% | -19.1% |
| 1Y | -30.2% | +107.9% | -138.1% | +416.6% |
| All | -30.2% | +111.3% | -141.6% | +416.6% |
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